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 | $518 | +14.1% | 20,171 | +12.0% | 0.07% | +19.4% |
| Q2 2023 | $454 | +0.9% | 18,003 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $450 | -3.4% | 18,003 | -10.5% | 0.06% | -1.6% |
| Q4 2022 | $466 | -99.9% | 20,104 | +1.6% | 0.06% | +4.9% |
| Q3 2022 | $394,000 | -20.4% | 19,794 | +2.7% | 0.06% | -7.6% |
| Q1 2022 | $495,000 | – | 19,273 | – | 0.07% | – |
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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% |