ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,571,686 | -0.4% | 61,975 | 0.0% | 0.14% | +5.9% |
| Q2 2023 | $1,577,264 | +2.7% | 61,975 | 0.0% | 0.14% | -4.3% |
| Q1 2023 | $1,536,360 | +7.0% | 61,975 | 0.0% | 0.14% | 0.0% |
| Q4 2022 | $1,435,961 | +15.8% | 61,975 | -1.3% | 0.14% | +13.7% |
| Q3 2022 | $1,240,000 | +1900.0% | 62,783 | +2146.3% | 0.12% | +1966.7% |
| Q2 2022 | $62,000 | +24.0% | 2,795 | +43.0% | 0.01% | +100.0% |
| Q1 2022 | $50,000 | – | 1,955 | +39000.0% | 0.00% | – |
| Q4 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 5 | – | 0.00% | – |
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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% |