ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,646,144 | +4.7% | 64,911 | +5.1% | 0.01% | 0.0% |
| Q2 2023 | $1,572,323 | +101932.6% | 61,780 | -0.7% | 0.01% | -14.3% |
| Q1 2023 | $1,541 | -4.5% | 62,192 | -10.7% | 0.01% | -12.5% |
| Q4 2022 | $1,613 | -99.9% | 69,663 | -1.8% | 0.01% | +14.3% |
| Q3 2022 | $1,401,000 | -20.8% | 70,966 | -11.1% | 0.01% | -22.2% |
| Q2 2022 | $1,770,000 | +55.3% | 79,839 | +78.1% | 0.01% | +80.0% |
| Q1 2022 | $1,140,000 | -4.8% | 44,827 | -4.8% | 0.01% | -16.7% |
| Q4 2021 | $1,197,000 | -50.0% | 47,073 | -49.5% | 0.01% | -53.8% |
| Q3 2021 | $2,396,000 | +3.6% | 93,195 | +4.1% | 0.01% | 0.0% |
| Q2 2021 | $2,312,000 | – | 89,559 | – | 0.01% | – |
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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% |