ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,501,312 | +10.9% | 59,200 | +11.3% | 0.10% | +16.7% |
| Q2 2023 | $1,353,940 | +40.0% | 53,200 | +36.4% | 0.08% | +31.2% |
| Q1 2023 | $966,810 | +66.9% | 39,000 | +56.0% | 0.06% | +93.9% |
| Q4 2022 | $579,250 | +95.7% | 25,000 | +66.7% | 0.03% | +135.7% |
| Q3 2022 | $296,000 | -80.7% | 15,000 | -78.3% | 0.01% | -77.4% |
| Q2 2022 | $1,531,000 | – | 69,044 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valued Wealth Advisors LLC | 29,349 | $744,288 | 0.69% |
| Dentgroup LLC | 12,471 | $330,611 | 0.29% |
| CGN Advisors LLC | 16,626 | $440,755 | 0.06% |
| Versant Capital Management, Inc | 2,087 | $55,326 | 0.02% |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% |