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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $712,312 | -13.2% | 28,088 | -12.9% | 0.41% | -10.9% |
Q2 2023 | $820,966 | +1.6% | 32,258 | -1.0% | 0.46% | -4.4% |
Q1 2023 | $807,857 | +7.0% | 32,588 | 0.0% | 0.48% | -0.4% |
Q4 2022 | $755,064 | +86.9% | 32,588 | +59.5% | 0.48% | +58.7% |
Q3 2022 | $404,000 | +20.2% | 20,436 | +34.7% | 0.30% | +23.2% |
Q2 2022 | $336,000 | – | 15,168 | – | 0.25% | – |
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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% |