ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,222,127 | -1.0% | 915,699 | -0.6% | 1.59% | +2.7% |
| Q2 2023 | $23,452,048 | +5.6% | 921,495 | +2.9% | 1.54% | +2.9% |
| Q1 2023 | $22,200,858 | +6.1% | 895,557 | -0.8% | 1.50% | +1.4% |
| Q4 2022 | $20,921,908 | +10.9% | 902,974 | -5.5% | 1.48% | +6.0% |
| Q3 2022 | $18,872,000 | +92.0% | 955,548 | +115.6% | 1.40% | +94.3% |
| Q2 2022 | $9,831,000 | -3.4% | 443,215 | +10.8% | 0.72% | +4.8% |
| Q1 2022 | $10,179,000 | +130.6% | 399,959 | +130.5% | 0.69% | +94.3% |
| Q4 2021 | $4,414,000 | +108.4% | 173,500 | +110.6% | 0.35% | +90.8% |
| Q3 2021 | $2,118,000 | -0.7% | 82,380 | -0.3% | 0.18% | -2.1% |
| Q2 2021 | $2,134,000 | – | 82,633 | – | 0.19% | – |
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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% |