Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 185 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$451,985
+16.2%
18,137
+1.2%
0.03%0.0%
Q3 2022$389,000
-4.7%
17,925
-0.5%
0.03%
-6.7%
Q2 2022$408,000
+5.4%
18,012
+11.5%
0.03%0.0%
Q1 2022$387,000
-10.0%
16,1530.0%0.03%0.0%
Q4 2021$430,000
+4.1%
16,153
+2.1%
0.03%
+3.4%
Q3 2021$413,000
-49.3%
15,818
-50.0%
0.03%
-3.3%
Q2 2021$814,000
+102.0%
31,636
+102.3%
0.03%
-9.1%
Q1 2021$403,000
+8.3%
15,6400.0%0.03%
-5.7%
Q4 2020$372,000
+22.8%
15,640
+1.2%
0.04%
-2.8%
Q3 2020$303,000
-1.6%
15,4590.0%0.04%
-5.3%
Q2 2020$308,000
+12.0%
15,459
+1.0%
0.04%
-9.5%
Q1 2020$275,000
-26.5%
15,3000.0%0.04%
-8.7%
Q4 2019$374,000
+4.8%
15,300
+1.5%
0.05%
-8.0%
Q3 2019$357,000
+2.9%
15,0730.0%0.05%0.0%
Q2 2019$347,000
-3.3%
15,073
+2.1%
0.05%
-5.7%
Q1 2019$359,000
-40.5%
14,756
-43.6%
0.05%
-40.4%
Q4 2018$603,00026,1610.09%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders