ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 490,723 | $11,174,000 | 3.75% |
| Kathmere Capital Management, LLC | 542,531 | $12,353,000 | 2.66% |
| Prosperity Planning, Inc. | 117,085 | $2,666,000 | 2.26% |
| ZEKE CAPITAL ADVISORS, LLC | 1,122,582 | $25,561,000 | 2.10% |
| Merriman Wealth Management, LLC | 848,297 | $19,316,000 | 2.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,941,013 | $158,047,000 | 1.97% |
| SCS Capital Management LLC | 6,441,316 | $146,668,000 | 1.46% |
| Tacita Capital Inc | 64,830 | $1,476,000 | 0.97% |
| Red Wave Investments LLC | 69,618 | $1,585,000 | 0.71% |
| Hemington Wealth Management | 64,607 | $1,471,000 | 0.68% |