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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,555,342 | +4.3% | 257,771 | +1.9% | 0.75% | -20.3% |
| Q1 2023 | $6,284,241 | +60.1% | 252,962 | +43.0% | 0.94% | -11.3% |
| Q2 2022 | $3,925,000 | +14.5% | 176,953 | +31.4% | 1.06% | +93.6% |
| Q1 2022 | $3,427,000 | +15.8% | 134,683 | +17.0% | 0.55% | -0.4% |
| Q3 2021 | $2,959,000 | +1.9% | 115,095 | +2.3% | 0.55% | -6.0% |
| Q2 2021 | $2,904,000 | +11.6% | 112,460 | +9.3% | 0.58% | -21.0% |
| Q1 2021 | $2,602,000 | +25.0% | 102,901 | +12.5% | 0.74% | +10.0% |
| Q4 2020 | $2,082,000 | – | 91,449 | – | 0.67% | – |
Download | ||||||
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% |