ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 158 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,493,806 | -30.5% | 54,439 | -28.5% | 0.19% | -31.6% |
| Q1 2024 | $2,150,053 | +1.0% | 76,162 | -5.2% | 0.28% | -5.7% |
| Q4 2023 | $2,129,204 | -36.5% | 80,317 | -39.3% | 0.30% | -43.5% |
| Q3 2023 | $3,353,378 | +36.7% | 132,231 | +37.2% | 0.53% | +44.1% |
| Q2 2023 | $2,452,947 | +2.9% | 96,383 | +0.2% | 0.37% | -4.9% |
| Q1 2023 | $2,384,550 | -9.7% | 96,190 | -15.6% | 0.39% | -17.7% |
| Q4 2022 | $2,640,708 | +10.5% | 113,971 | -5.8% | 0.47% | -0.4% |
| Q3 2022 | $2,389,000 | +156.6% | 120,987 | +188.3% | 0.47% | +163.1% |
| Q2 2022 | $931,000 | -53.7% | 41,968 | -46.9% | 0.18% | -56.4% |
| Q1 2022 | $2,012,000 | +165.4% | 79,060 | +165.3% | 0.41% | +170.4% |
| Q4 2021 | $758,000 | +75.9% | 29,803 | +77.7% | 0.15% | +56.7% |
| Q3 2021 | $431,000 | +106.2% | 16,774 | +107.0% | 0.10% | +98.0% |
| Q2 2021 | $209,000 | – | 8,104 | – | 0.05% | – |
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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% |