ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 228 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,285,729 | -18.8% | 46,856 | -16.5% | 0.21% | -20.4% |
| Q1 2024 | $1,583,957 | +1.2% | 56,109 | -5.0% | 0.26% | +22.7% |
| Q4 2023 | $1,565,628 | -20.0% | 59,058 | -23.5% | 0.22% | -26.3% |
| Q3 2023 | $1,958,172 | +1.4% | 77,215 | +1.7% | 0.29% | +17.2% |
| Q2 2023 | $1,931,706 | +3.9% | 75,902 | +1.2% | 0.25% | +2.5% |
| Q1 2023 | $1,858,903 | +2.2% | 74,986 | -4.4% | 0.24% | -3.2% |
| Q4 2022 | $1,818,080 | +27.9% | 78,467 | +9.1% | 0.25% | +10.0% |
| Q3 2022 | $1,421,000 | +26.5% | 71,927 | +42.1% | 0.23% | +33.1% |
| Q2 2022 | $1,123,000 | +109.5% | 50,629 | +140.3% | 0.17% | +138.9% |
| Q1 2022 | $536,000 | – | 21,072 | – | 0.07% | – |
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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% |