ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138,143 | -11.5% | 44,879 | -11.2% | 0.00% | -20.0% |
| Q2 2023 | $1,286,141 | -12.2% | 50,536 | -14.5% | 0.01% | -16.7% |
| Q1 2023 | $1,465,436 | +452.7% | 59,114 | +416.6% | 0.01% | +500.0% |
| Q4 2022 | $265,158 | +227.4% | 11,444 | +214.9% | 0.00% | 0.0% |
| Q2 2022 | $81,000 | -56.7% | 3,634 | -50.6% | 0.00% | 0.0% |
| Q1 2022 | $187,000 | -31.0% | 7,355 | -30.9% | 0.00% | -50.0% |
| Q4 2021 | $271,000 | – | 10,642 | – | 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% |