ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 43 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $40,745 | +2.7% | 1,601 | 0.0% | 0.02% | +29.4% |
| Q1 2023 | $39,689 | -8.4% | 1,601 | -14.4% | 0.02% | -19.0% |
| Q4 2022 | $43,328 | -16.7% | 1,870 | -29.4% | 0.02% | -12.5% |
| Q3 2022 | $52,000 | -11.9% | 2,650 | -0.0% | 0.02% | -11.1% |
| Q2 2022 | $59,000 | -59.6% | 2,651 | -53.6% | 0.03% | -10.0% |
| Q1 2022 | $146,000 | +94.7% | 5,712 | +93.8% | 0.03% | -9.1% |
| Q4 2021 | $75,000 | 0.0% | 2,948 | +0.5% | 0.03% | -8.3% |
| Q3 2021 | $75,000 | -2.6% | 2,934 | -1.5% | 0.04% | -10.0% |
| Q2 2021 | $77,000 | -4.9% | 2,979 | -7.3% | 0.04% | -16.7% |
| Q1 2021 | $81,000 | +8.0% | 3,212 | -2.8% | 0.05% | -4.0% |
| Q4 2020 | $75,000 | +13.6% | 3,306 | -1.4% | 0.05% | +2.0% |
| Q3 2020 | $66,000 | +6.5% | 3,353 | +6.3% | 0.05% | +2.1% |
| Q2 2020 | $62,000 | +77.1% | 3,154 | +57.8% | 0.05% | +45.5% |
| Q1 2020 | $35,000 | +40.0% | 1,999 | +96.2% | 0.03% | +57.1% |
| Q4 2019 | $25,000 | – | 1,019 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 490,723 | $11,174,000 | 3.75% |
| Kathmere Capital Management, LLC | 542,531 | $12,353,000 | 2.66% |
| Prosperity Planning, Inc. | 117,085 | $2,666,000 | 2.26% |
| ZEKE CAPITAL ADVISORS, LLC | 1,122,582 | $25,561,000 | 2.10% |
| Merriman Wealth Management, LLC | 848,297 | $19,316,000 | 2.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,941,013 | $158,047,000 | 1.97% |
| SCS Capital Management LLC | 6,441,316 | $146,668,000 | 1.46% |
| Tacita Capital Inc | 64,830 | $1,476,000 | 0.97% |
| Red Wave Investments LLC | 69,618 | $1,585,000 | 0.71% |
| Hemington Wealth Management | 64,607 | $1,471,000 | 0.68% |