ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 188 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $100,622 | +0.3% | 3,667 | -3.1% | 0.05% | -28.2% |
| Q4 2023 | $100,314 | -7.4% | 3,784 | -11.4% | 0.07% | -19.3% |
| Q3 2023 | $108,338 | +9.3% | 4,272 | +9.7% | 0.09% | +27.5% |
| Q2 2023 | $99,153 | +5.0% | 3,896 | +2.2% | 0.07% | -2.8% |
| Q1 2023 | $94,475 | +7.0% | 3,811 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $88,301 | – | 3,811 | – | 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% |