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 | $317,743 | -1.0% | 12,607 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $320,848 | +1.7% | 12,607 | 0.0% | 0.10% | -3.0% |
| Q1 2023 | $315,569 | +6.6% | 12,607 | -0.4% | 0.10% | -6.5% |
| Q4 2022 | $295,983 | -14.2% | 12,657 | -27.6% | 0.11% | -22.5% |
| Q3 2022 | $345,000 | +18.6% | 17,489 | +32.8% | 0.14% | +22.1% |
| Q2 2022 | $291,000 | – | 13,170 | – | 0.11% | – |
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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% |