ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 188 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $198,089 | -6.1% | 7,219 | -3.4% | 0.01% | +75.0% |
| Q1 2024 | $210,878 | +7.2% | 7,470 | -0.8% | 0.00% | -42.9% |
| Q4 2023 | $196,758 | +1.1% | 7,530 | -1.9% | 0.01% | 0.0% |
| Q3 2023 | $194,688 | -0.2% | 7,677 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $195,048 | +1.9% | 7,664 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $191,428 | +1007415.8% | 7,722 | +846.3% | 0.01% | +600.0% |
| Q4 2022 | $19 | -99.9% | 816 | -4.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -87.9% | 850 | -86.5% | 0.00% | -83.3% |
| Q2 2022 | $140,000 | -13.6% | 6,300 | -1.1% | 0.01% | +50.0% |
| Q1 2022 | $162,000 | 0.0% | 6,370 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $162,000 | 0.0% | 6,370 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $162,000 | -0.6% | 6,300 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $163,000 | +2.5% | 6,300 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $159,000 | – | 6,300 | – | 0.00% | – |
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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% |