ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,145,235 | +0.0% | 242,320 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $6,144,088 | -2.7% | 241,418 | -5.2% | 0.00% | 0.0% |
| Q1 2023 | $6,314,509 | +41.4% | 254,720 | +32.2% | 0.00% | 0.0% |
| Q4 2022 | $4,464,627 | -15.3% | 192,690 | -27.8% | 0.00% | 0.0% |
| Q3 2022 | $5,274,000 | -6.8% | 267,030 | +4.7% | 0.00% | 0.0% |
| Q2 2022 | $5,657,000 | +6.8% | 255,028 | +22.6% | 0.00% | 0.0% |
| Q1 2022 | $5,296,000 | +7.4% | 208,077 | +7.3% | 0.00% | 0.0% |
| Q4 2021 | $4,931,000 | -31.4% | 193,844 | -30.7% | 0.00% | -50.0% |
| Q3 2021 | $7,187,000 | -24.7% | 279,537 | -24.4% | 0.00% | 0.0% |
| Q2 2021 | $9,550,000 | +412.1% | 369,886 | +401.7% | 0.00% | – |
| Q1 2021 | $1,865,000 | -38.1% | 73,732 | -44.3% | 0.00% | -100.0% |
| Q4 2020 | $3,012,000 | +1203.9% | 132,268 | +1152.4% | 0.00% | – |
| Q4 2018 | $231,000 | -56.5% | 10,561 | -53.5% | 0.00% | – |
| Q1 2017 | $531,000 | – | 22,718 | – | 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% |