ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 156 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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,093,313 | +9.9% | 38,729 | +3.2% | 0.49% | +3.2% |
Q4 2023 | $994,728 | -0.4% | 37,523 | -4.7% | 0.47% | -7.3% |
Q3 2023 | $998,346 | -0.3% | 39,367 | +0.0% | 0.51% | +5.8% |
Q2 2023 | $1,001,558 | -35.4% | 39,354 | -35.4% | 0.48% | -42.0% |
Q1 2022 | $1,550,000 | +108.6% | 60,898 | +108.4% | 0.83% | +124.1% |
Q4 2021 | $743,000 | – | 29,223 | – | 0.37% | – |
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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% |