ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 160 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,613,282 | -4.3% | 615,666 | -3.9% | 0.22% | -4.7% |
| Q2 2023 | $16,311,432 | +20.1% | 640,921 | +9.3% | 0.23% | -6.1% |
| Q1 2023 | $13,580,490 | 0.0% | 586,124 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $13,580,490 | +23.3% | 586,124 | +5.1% | 0.25% | +9.8% |
| Q3 2022 | $11,017,000 | +53.8% | 557,826 | +72.7% | 0.22% | +58.5% |
| Q2 2022 | $7,165,000 | +248.7% | 323,060 | +300.1% | 0.14% | +255.0% |
| Q1 2022 | $2,055,000 | +134.9% | 80,738 | +134.8% | 0.04% | +135.3% |
| Q4 2021 | $875,000 | – | 34,379 | – | 0.02% | – |
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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% |