ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,621 | +0.2% | 142,800 | +0.6% | 0.01% | +12.5% |
| Q2 2023 | $3,614 | +0.9% | 141,995 | -1.7% | 0.01% | -11.1% |
| Q1 2023 | $3,583 | -7.2% | 144,515 | -13.3% | 0.01% | -10.0% |
| Q4 2022 | $3,861 | -100.0% | 166,656 | -59.3% | 0.01% | -54.5% |
| Q3 2022 | $8,083,000 | +10.9% | 409,284 | +24.5% | 0.02% | +15.8% |
| Q2 2022 | $7,290,000 | +2.4% | 328,667 | +17.5% | 0.02% | +35.7% |
| Q1 2022 | $7,122,000 | +60.0% | 279,833 | +62.3% | 0.01% | +55.6% |
| Q4 2021 | $4,452,000 | -41.3% | 172,432 | -41.5% | 0.01% | -40.0% |
| Q3 2021 | $7,580,000 | +70.3% | 294,816 | +71.0% | 0.02% | +66.7% |
| Q2 2021 | $4,452,000 | – | 172,432 | – | 0.01% | – |
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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% |