ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $30,000 | -96.4% | 1,360 | -95.9% | 0.00% | -97.0% |
| Q4 2021 | $835,000 | +6.2% | 32,806 | +7.4% | 0.07% | +3.1% |
| Q3 2021 | $786,000 | -2.1% | 30,555 | -1.8% | 0.06% | -3.0% |
| Q2 2021 | $803,000 | -50.6% | 31,104 | -51.6% | 0.07% | -54.5% |
| Q1 2021 | $1,624,000 | +16.5% | 64,217 | +5.0% | 0.14% | +8.2% |
| Q4 2020 | $1,394,000 | +61.2% | 61,185 | +38.5% | 0.13% | +44.1% |
| Q3 2020 | $865,000 | +12.0% | 44,181 | +11.8% | 0.09% | -7.9% |
| Q2 2020 | $772,000 | +37.6% | 39,517 | +23.9% | 0.10% | +9.8% |
| Q1 2020 | $561,000 | +59.8% | 31,897 | +121.6% | 0.09% | +50.8% |
| Q4 2019 | $351,000 | +3.2% | 14,397 | -3.6% | 0.06% | +10.9% |
| Q3 2019 | $340,000 | +4.6% | 14,930 | +6.0% | 0.06% | +5.8% |
| Q2 2019 | $325,000 | +48.4% | 14,086 | +53.1% | 0.05% | +33.3% |
| Q1 2019 | $219,000 | +173.8% | 9,203 | +150.3% | 0.04% | +129.4% |
| Q4 2018 | $80,000 | -20.8% | 3,677 | -7.5% | 0.02% | -48.5% |
| Q3 2018 | $101,000 | +173.0% | 3,975 | +171.0% | 0.03% | +266.7% |
| Q2 2018 | $37,000 | – | 1,467 | – | 0.01% | – |
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% |