ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 66 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $11,000 | -15.4% | 570 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 574 | -1.7% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -40.0% | 584 | -39.5% | 0.00% | -66.7% |
| Q4 2021 | $25,000 | -26.5% | 966 | -27.1% | 0.00% | +50.0% |
| Q3 2021 | $34,000 | 0.0% | 1,325 | -0.5% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +3.0% | 1,332 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +10.0% | 1,313 | +1.0% | 0.00% | -71.4% |
| Q4 2020 | $30,000 | +275.0% | 1,300 | +312.7% | 0.01% | – |
| Q4 2019 | $8,000 | – | 315 | – | 0.00% | – |
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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% |