ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 194 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $243,827 | -11.2% | 8,886 | -8.6% | 0.13% | -13.7% |
| Q1 2024 | $274,559 | +10.2% | 9,726 | +3.5% | 0.15% | +2.7% |
| Q4 2023 | $249,108 | +8.9% | 9,397 | +4.2% | 0.15% | -2.0% |
| Q3 2023 | $228,680 | -6.8% | 9,017 | -6.5% | 0.15% | -5.0% |
| Q2 2023 | $245,491 | -22.1% | 9,646 | -22.1% | 0.16% | -36.5% |
| Q1 2022 | $315,000 | – | 12,381 | – | 0.25% | – |
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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% |