ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618 | +19.3% | 24,354 | +19.7% | 0.00% | 0.0% |
| Q2 2023 | $518 | -41.3% | 20,341 | -42.9% | 0.00% | -50.0% |
| Q1 2023 | $883 | +17.4% | 35,622 | +9.7% | 0.00% | 0.0% |
| Q4 2022 | $752 | -99.8% | 32,478 | +34.0% | 0.00% | +100.0% |
| Q3 2022 | $478,000 | -20.1% | 24,232 | -10.2% | 0.00% | -50.0% |
| Q2 2022 | $598,000 | -11.9% | 26,992 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $679,000 | -32.1% | 26,717 | -32.1% | 0.00% | 0.0% |
| Q4 2021 | $1,000,000 | -0.6% | 39,325 | +0.4% | 0.00% | -33.3% |
| Q3 2021 | $1,006,000 | +9.7% | 39,164 | +10.2% | 0.00% | +50.0% |
| Q2 2021 | $917,000 | +72.4% | 35,528 | +68.8% | 0.00% | 0.0% |
| Q1 2021 | $532,000 | +17.7% | 21,047 | +5.9% | 0.00% | +100.0% |
| Q4 2020 | $452,000 | +20.5% | 19,867 | +3.7% | 0.00% | 0.0% |
| Q3 2020 | $375,000 | – | 19,162 | – | 0.00% | – |
Download | ||||||
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% |