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 | $84,237 | -0.4% | 3,322 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $84,536 | +4.2% | 3,322 | +1.5% | 0.01% | 0.0% |
| Q1 2023 | $81,110 | -97.3% | 3,272 | -97.6% | 0.01% | -97.4% |
| Q2 2022 | $3,043,000 | +10.7% | 137,182 | +27.0% | 0.27% | +28.9% |
| Q1 2022 | $2,750,000 | +40.0% | 108,058 | +40.0% | 0.21% | +41.6% |
| Q4 2021 | $1,964,000 | -22.8% | 77,187 | -22.0% | 0.15% | -29.7% |
| Q3 2021 | $2,544,000 | -33.5% | 98,935 | -33.2% | 0.21% | -37.6% |
| Q2 2021 | $3,823,000 | +6.3% | 148,047 | +4.1% | 0.34% | -0.9% |
| Q1 2021 | $3,596,000 | +95.1% | 142,171 | +75.6% | 0.34% | +79.6% |
| Q4 2020 | $1,843,000 | -88.3% | 80,945 | -87.5% | 0.19% | -90.0% |
| Q4 2019 | $15,754,000 | – | 646,430 | – | 1.91% | – |
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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% |