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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,188,885 | -6.8% | 116,213 | -4.1% | 2.25% | -5.1% |
Q1 2024 | $3,421,589 | +12.9% | 121,204 | +6.0% | 2.37% | +5.7% |
Q4 2023 | $3,030,623 | -9.9% | 114,320 | -13.8% | 2.24% | -14.7% |
Q3 2023 | $3,364,258 | +100205.8% | 132,660 | +0.7% | 2.63% | +6.8% |
Q2 2023 | $3,354 | +8.2% | 131,800 | +5.4% | 2.46% | +5.5% |
Q1 2023 | $3,101 | +12.9% | 125,100 | +5.5% | 2.33% | +13.4% |
Q4 2022 | $2,747 | -99.9% | 118,580 | +1.8% | 2.06% | +15.5% |
Q3 2022 | $2,301,000 | -11.1% | 116,515 | -0.2% | 1.78% | -0.3% |
Q2 2022 | $2,589,000 | -13.8% | 116,730 | -1.1% | 1.79% | +2.9% |
Q1 2022 | $3,005,000 | -0.2% | 118,075 | -0.3% | 1.74% | +1.3% |
Q4 2021 | $3,011,000 | -3.9% | 118,375 | -2.9% | 1.72% | -10.6% |
Q3 2021 | $3,133,000 | +5.5% | 121,870 | +6.0% | 1.92% | +7.2% |
Q2 2021 | $2,970,000 | +43.5% | 115,010 | +40.6% | 1.79% | +33.3% |
Q1 2021 | $2,069,000 | +40.2% | 81,805 | +26.2% | 1.34% | +38.1% |
Q4 2020 | $1,476,000 | – | 64,830 | – | 0.97% | – |
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% |