ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,719,166 | -42.9% | 225,519 | -41.9% | 0.26% | +16.8% |
| Q2 2023 | $10,019,128 | +431.5% | 388,488 | +438.5% | 0.22% | +168.3% |
| Q1 2023 | $1,885,123 | +18751.2% | 72,144 | +1202300.0% | 0.08% | – |
| Q3 2022 | $10,000 | -58.3% | 6 | -99.1% | 0.00% | -100.0% |
| Q2 2022 | $24,000 | 0.0% | 666 | 0.0% | 0.00% | – |
| Q1 2022 | $24,000 | – | 666 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $28,000 | -24.3% | 1,523 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $37,000 | +8.8% | 1,523 | +1.5% | 0.00% | +50.0% |
| Q3 2019 | $34,000 | -45.2% | 1,500 | -46.7% | 0.00% | -50.0% |
| Q4 2018 | $62,000 | -41.0% | 2,812 | -31.8% | 0.00% | 0.0% |
| Q3 2018 | $105,000 | -14.6% | 4,124 | -15.9% | 0.00% | -20.0% |
| Q2 2018 | $123,000 | +95.2% | 4,905 | +105.3% | 0.01% | +66.7% |
| Q1 2018 | $63,000 | 0.0% | 2,389 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $63,000 | – | 2,389 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Angeles Investment Advisors, LLC | 7,903,585 | $204,071,000 | 12.75% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 224,633 | $5,800,000 | 4.16% |
| Armbruster Capital Management, Inc. | 561,463 | $14,497,000 | 4.09% |
| 3D/L Capital Management, LLC | 539,535 | $13,931,000 | 3.33% |
| Kathmere Capital Management, LLC | 606,833 | $15,668,000 | 3.02% |
| ZEKE CAPITAL ADVISORS, LLC | 1,513,471 | $39,078,000 | 2.46% |
| Prosperity Planning, Inc. | 137,394 | $3,548,000 | 2.20% |
| SENTINEL TRUST CO LBA | 1,002,644 | $25,888,000 | 1.96% |
| Merriman Wealth Management, LLC | 824,941 | $21,300,000 | 1.83% |
| Tacita Capital Inc | 115,010 | $2,970,000 | 1.79% |