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 | $637,365 | -2.3% | 25,133 | -2.0% | 0.04% | -2.3% |
| Q2 2023 | $652,478 | +4.8% | 25,638 | +2.1% | 0.04% | 0.0% |
| Q1 2023 | $622,401 | +98850.9% | 25,107 | -7.5% | 0.04% | -2.3% |
| Q4 2022 | $629 | -99.7% | 27,140 | +174.8% | 0.04% | +158.8% |
| Q2 2022 | $219,000 | -83.7% | 9,875 | -81.2% | 0.02% | -81.3% |
| Q1 2022 | $1,340,000 | +93.6% | 52,664 | +93.7% | 0.09% | +85.7% |
| Q4 2021 | $692,000 | – | 27,191 | – | 0.05% | – |
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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% |