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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,740,547 | +3204.2% | 290,917 | +3528.8% | 0.13% | +3175.0% |
| Q1 2022 | $204,000 | 0.0% | 8,017 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $204,000 | -1.0% | 8,017 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $206,000 | -15.9% | 8,017 | -15.4% | 0.00% | -20.0% |
| Q2 2021 | $245,000 | -30.0% | 9,473 | -31.4% | 0.01% | -28.6% |
| Q1 2021 | $350,000 | -38.1% | 13,808 | -44.3% | 0.01% | -41.7% |
| Q4 2020 | $565,000 | -24.8% | 24,782 | -35.4% | 0.01% | -33.3% |
| Q3 2020 | $751,000 | -23.7% | 38,359 | -23.9% | 0.02% | -25.0% |
| Q2 2020 | $984,000 | -47.0% | 50,377 | -52.2% | 0.02% | -55.6% |
| Q1 2020 | $1,856,000 | -31.0% | 105,476 | -4.5% | 0.05% | -14.3% |
| Q4 2019 | $2,691,000 | – | 110,422 | – | 0.06% | – |
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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% |