ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,360,910 | +3.8% | 645,146 | +4.1% | 2.42% | -1.1% |
Q2 2023 | $15,766,129 | +4.6% | 619,494 | +1.9% | 2.45% | -0.8% |
Q1 2023 | $15,069,237 | -48.7% | 607,876 | -50.3% | 2.47% | -1.6% |
Q4 2022 | $29,356,770 | +154.3% | 1,222,266 | +109.1% | 2.51% | +9.1% |
Q3 2022 | $11,545,000 | -41.9% | 584,549 | -34.7% | 2.30% | -37.1% |
Q2 2022 | $19,857,000 | -7.0% | 895,267 | +6.8% | 3.66% | +0.8% |
Q1 2022 | $21,342,000 | +27.4% | 838,585 | +27.3% | 3.63% | +24.8% |
Q4 2021 | $16,756,000 | +3.0% | 658,628 | +4.1% | 2.91% | -1.4% |
Q3 2021 | $16,265,000 | +3.8% | 632,637 | +4.3% | 2.95% | -2.2% |
Q2 2021 | $15,668,000 | +7.0% | 606,833 | +4.8% | 3.02% | +4.1% |
Q1 2021 | $14,644,000 | +18.5% | 579,027 | +6.7% | 2.90% | +9.1% |
Q4 2020 | $12,353,000 | +22.0% | 542,531 | +4.9% | 2.66% | +5.6% |
Q3 2020 | $10,123,000 | +16.9% | 517,264 | +16.6% | 2.52% | -0.7% |
Q2 2020 | $8,663,000 | +11.1% | 443,573 | +0.2% | 2.53% | -10.5% |
Q1 2020 | $7,794,000 | +39.3% | 442,814 | +92.9% | 2.83% | +41.9% |
Q4 2019 | $5,594,000 | – | 229,563 | – | 1.99% | – |
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% |