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 | $607,828 | -10.2% | 23,968 | -9.9% | 0.04% | -16.7% |
| Q2 2023 | $677,174 | +30.6% | 26,608 | +27.2% | 0.05% | +20.0% |
| Q1 2023 | $518,681 | -10.9% | 20,923 | -16.7% | 0.04% | -18.4% |
| Q4 2022 | $582,169 | +13.7% | 25,126 | -3.1% | 0.05% | -9.3% |
| Q3 2022 | $512,000 | +149.8% | 25,935 | +181.2% | 0.05% | +184.2% |
| Q2 2022 | $205,000 | -52.3% | 9,223 | -45.4% | 0.02% | -45.7% |
| Q1 2022 | $430,000 | – | 16,882 | – | 0.04% | – |
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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% |