ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,702,924 | -0.4% | 67,150 | 0.0% | 0.20% | -1.4% |
| Q2 2023 | $1,708,968 | +2.7% | 67,150 | 0.0% | 0.21% | -0.5% |
| Q1 2023 | $1,664,649 | +2.8% | 67,150 | -3.9% | 0.21% | -5.0% |
| Q4 2022 | $1,618,865 | +7.9% | 69,869 | -8.0% | 0.22% | +0.9% |
| Q3 2022 | $1,500,000 | -58.8% | 75,940 | -53.7% | 0.22% | -60.5% |
| Q2 2022 | $3,640,000 | +284.8% | 164,123 | +341.7% | 0.55% | +301.5% |
| Q1 2022 | $946,000 | +118.5% | 37,154 | +118.4% | 0.14% | +136.2% |
| Q4 2021 | $433,000 | – | 17,012 | – | 0.06% | – |
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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% |