ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 490,723 | $11,174,000 | 3.75% |
| Kathmere Capital Management, LLC | 542,531 | $12,353,000 | 2.66% |
| Prosperity Planning, Inc. | 117,085 | $2,666,000 | 2.26% |
| ZEKE CAPITAL ADVISORS, LLC | 1,122,582 | $25,561,000 | 2.10% |
| Merriman Wealth Management, LLC | 848,297 | $19,316,000 | 2.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,941,013 | $158,047,000 | 1.97% |
| SCS Capital Management LLC | 6,441,316 | $146,668,000 | 1.46% |
| Tacita Capital Inc | 64,830 | $1,476,000 | 0.97% |
| Red Wave Investments LLC | 69,618 | $1,585,000 | 0.71% |
| Hemington Wealth Management | 64,607 | $1,471,000 | 0.68% |