ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $65,214,000 | +145.9% | 3,301,985 | +176.1% | 1.82% | +145.6% |
| Q2 2022 | $26,522,000 | -28.5% | 1,195,767 | -18.0% | 0.74% | -15.6% |
| Q1 2022 | $37,098,000 | +124.1% | 1,457,698 | +124.0% | 0.88% | +108.3% |
| Q4 2021 | $16,553,000 | +143.5% | 650,632 | +146.0% | 0.42% | +107.9% |
| Q3 2021 | $6,799,000 | +97.2% | 264,438 | +98.0% | 0.20% | +66.4% |
| Q2 2021 | $3,448,000 | – | 133,526 | – | 0.12% | – |
Download | ||||||
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% |