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 | $8,686,629 | -1.6% | 342,533 | -1.3% | 0.46% | -2.3% |
| Q2 2023 | $8,831,550 | -0.4% | 347,016 | -3.0% | 0.48% | -4.6% |
| Q1 2023 | $8,867,777 | +0.4% | 357,716 | -6.2% | 0.50% | -4.2% |
| Q4 2022 | $8,836,781 | +11.5% | 381,389 | -5.0% | 0.52% | -1.5% |
| Q3 2022 | $7,925,000 | +157.9% | 401,262 | +189.6% | 0.53% | +172.7% |
| Q2 2022 | $3,073,000 | – | 138,556 | – | 0.19% | – |
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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% |