ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 27 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,482,000 | -44.4% | 146,582 | -48.8% | 0.73% | -48.5% |
| Q4 2018 | $6,264,000 | -15.1% | 286,435 | -1.1% | 1.42% | -7.1% |
| Q3 2018 | $7,377,000 | +16.3% | 289,489 | +14.1% | 1.53% | +6.4% |
| Q2 2018 | $6,343,000 | +34.0% | 253,654 | +40.8% | 1.44% | +30.9% |
| Q1 2018 | $4,732,000 | – | 180,200 | – | 1.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT, INC. | 221,914 | $5,645,000 | 3.95% |
| Armbruster Capital Management, Inc. | 560,807 | $14,267,000 | 3.26% |
| 3D/L Capital Management, LLC | 548,037 | $13,942,000 | 3.26% |
| Kathmere Capital Management, LLC | 658,628 | $16,756,000 | 2.91% |
| LGL PARTNERS, LLC | 930,247 | $23,665,000 | 2.81% |
| FFT WEALTH MANAGEMENT LLC | 1,201,065 | $30,555,000 | 2.74% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,151 | $38,189,000 | 2.23% |
| Intelligence Driven Advisers, LLC | 437,181 | $11,397,000 | 2.09% |
| Prosperity Planning, Inc. | 154,985 | $3,943,000 | 2.00% |
| Merriman Wealth Management, LLC | 1,890,670 | $48,412,000 | 1.91% |