ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 124 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $707,540 | -2.8% | 25,785 | 0.0% | 0.10% | -7.4% |
| Q1 2024 | $727,911 | +7.3% | 25,785 | 0.0% | 0.11% | -1.8% |
| Q4 2023 | $678,661 | -30.2% | 25,785 | -34.6% | 0.11% | -36.4% |
| Q3 2023 | $972,319 | -2.7% | 39,413 | -1.9% | 0.17% | -1.1% |
| Q2 2023 | $999,707 | -0.3% | 40,165 | -0.5% | 0.18% | -2.8% |
| Q1 2023 | $1,003,173 | +5.8% | 40,361 | +2.0% | 0.18% | +3.4% |
| Q4 2022 | $947,738 | -87.6% | 39,555 | -89.5% | 0.17% | -88.7% |
| Q3 2022 | $7,654,000 | +34.5% | 376,210 | +41.8% | 1.54% | +37.9% |
| Q2 2022 | $5,690,000 | -40.2% | 265,263 | -29.9% | 1.12% | -35.9% |
| Q1 2022 | $9,522,000 | -16.5% | 378,301 | -13.5% | 1.74% | -16.9% |
| Q4 2021 | $11,397,000 | – | 437,181 | – | 2.09% | – |
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% |