ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 158 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $663,527 | -7.3% | 24,181 | -4.6% | 0.03% | -21.4% |
Q1 2024 | $715,885 | +6.6% | 25,359 | +0.1% | 0.04% | +7.7% |
Q4 2023 | $671,392 | +10.5% | 25,326 | +5.7% | 0.04% | -2.5% |
Q3 2023 | $607,828 | -10.2% | 23,968 | -9.9% | 0.04% | -16.7% |
Q2 2023 | $677,174 | +30.6% | 26,608 | +27.2% | 0.05% | +20.0% |
Q1 2023 | $518,681 | -10.9% | 20,923 | -16.7% | 0.04% | -18.4% |
Q4 2022 | $582,169 | +13.7% | 25,126 | -3.1% | 0.05% | -9.3% |
Q3 2022 | $512,000 | +149.8% | 25,935 | +181.2% | 0.05% | +184.2% |
Q2 2022 | $205,000 | -52.3% | 9,223 | -45.4% | 0.02% | -45.7% |
Q1 2022 | $430,000 | – | 16,882 | – | 0.04% | – |
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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% |