ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,059,321 | -1.1% | 286,150 | -0.2% | 4.22% | +1.5% |
| Q2 2023 | $7,136,237 | -1.1% | 286,711 | -0.7% | 4.16% | -3.4% |
| Q1 2023 | $7,216,073 | +0.7% | 288,874 | -0.7% | 4.30% | +2.5% |
| Q4 2022 | $7,169,378 | +22.7% | 290,965 | +0.5% | 4.20% | -0.1% |
| Q3 2022 | $5,845,000 | -7.3% | 289,658 | +0.8% | 4.20% | -2.9% |
| Q2 2022 | $6,304,000 | -13.3% | 287,461 | +0.6% | 4.33% | -17.5% |
| Q1 2022 | $7,271,000 | +28.8% | 285,678 | +28.7% | 5.25% | +32.8% |
| Q4 2021 | $5,645,000 | -0.3% | 221,914 | +0.8% | 3.95% | -5.9% |
| Q3 2021 | $5,662,000 | -2.4% | 220,230 | -2.0% | 4.20% | +0.9% |
| Q2 2021 | $5,800,000 | – | 224,633 | – | 4.16% | – |
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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% |