ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 185 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $637,365 | -2.3% | 25,133 | -2.0% | 0.04% | -2.3% |
| Q2 2023 | $652,478 | +4.8% | 25,638 | +2.1% | 0.04% | 0.0% |
| Q1 2023 | $622,401 | +98850.9% | 25,107 | -7.5% | 0.04% | -2.3% |
| Q4 2022 | $629 | -99.7% | 27,140 | +174.8% | 0.04% | +158.8% |
| Q2 2022 | $219,000 | -83.7% | 9,875 | -81.2% | 0.02% | -81.3% |
| Q1 2022 | $1,340,000 | +93.6% | 52,664 | +93.7% | 0.09% | +85.7% |
| Q4 2021 | $692,000 | – | 27,191 | – | 0.05% | – |
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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% |