ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,323,056 | +2.6% | 52,171 | +3.0% | 1.09% | +7.6% |
| Q2 2023 | $1,289,348 | +2.7% | 50,662 | +0.1% | 1.01% | -2.5% |
| Q1 2023 | $1,254,845 | -1.5% | 50,619 | -8.0% | 1.04% | -2.4% |
| Q4 2022 | $1,274,350 | -6.7% | 55,000 | -20.5% | 1.06% | -16.4% |
| Q3 2022 | $1,366,000 | +0.4% | 69,168 | +12.8% | 1.27% | +8.1% |
| Q2 2022 | $1,360,000 | -20.3% | 61,330 | -8.5% | 1.18% | -8.8% |
| Q1 2022 | $1,706,000 | +167.4% | 67,034 | +167.4% | 1.29% | +171.0% |
| Q4 2021 | $638,000 | – | 25,065 | – | 0.48% | – |
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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% |