ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,760 | -0.4% | 16,000 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $407,200 | +2.7% | 16,000 | 0.0% | 0.03% | -5.6% |
| Q1 2023 | $396,640 | +7.0% | 16,000 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $370,720 | +17.3% | 16,000 | 0.0% | 0.04% | +9.1% |
| Q3 2022 | $316,000 | -11.0% | 16,000 | 0.0% | 0.03% | -8.3% |
| Q2 2022 | $355,000 | -12.8% | 16,000 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $407,000 | 0.0% | 16,000 | 0.0% | 0.04% | +5.9% |
| Q4 2021 | $407,000 | +13.1% | 16,000 | +14.3% | 0.03% | +3.0% |
| Q3 2021 | $360,000 | -26.7% | 14,000 | -26.3% | 0.03% | -29.8% |
| Q2 2021 | $491,000 | -3.0% | 19,000 | -5.0% | 0.05% | -6.0% |
| Q1 2021 | $506,000 | – | 20,000 | – | 0.05% | – |
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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% |