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 | $3,905,522 | +41.0% | 153,995 | +40.9% | 0.01% | +20.0% |
| Q2 2023 | $2,769,473 | -1.6% | 109,263 | -3.4% | 0.01% | 0.0% |
| Q1 2023 | $2,813,630 | -17.7% | 113,128 | -23.3% | 0.01% | -28.6% |
| Q4 2022 | $3,417,000 | +52.5% | 147,409 | +30.0% | 0.01% | +40.0% |
| Q3 2022 | $2,240,000 | +15.1% | 113,356 | +29.4% | 0.01% | +25.0% |
| Q2 2022 | $1,946,000 | -31.3% | 87,626 | +16.6% | 0.00% | -20.0% |
| Q1 2022 | $2,834,000 | +1.6% | 75,125 | -31.3% | 0.01% | 0.0% |
| Q4 2021 | $2,788,000 | +113.0% | 109,303 | +114.9% | 0.01% | +66.7% |
| Q3 2021 | $1,309,000 | +29.9% | 50,862 | +30.4% | 0.00% | +50.0% |
| Q2 2021 | $1,008,000 | +86.7% | 39,014 | +82.5% | 0.00% | +100.0% |
| Q1 2021 | $540,000 | +47.9% | 21,379 | +33.4% | 0.00% | 0.0% |
| Q4 2020 | $365,000 | +36.7% | 16,030 | +17.5% | 0.00% | 0.0% |
| Q3 2020 | $267,000 | -34.4% | 13,648 | -34.5% | 0.00% | 0.0% |
| Q2 2020 | $407,000 | -0.7% | 20,830 | -10.5% | 0.00% | -50.0% |
| Q1 2020 | $410,000 | – | 23,282 | – | 0.00% | – |
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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% |