ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,030,684 | -1.3% | 513,828 | -0.9% | 0.23% | +1.8% |
| Q2 2023 | $13,199,013 | +106009.9% | 518,625 | +3.4% | 0.23% | -11.7% |
| Q1 2023 | $12,439 | +11.7% | 501,774 | +4.4% | 0.26% | -15.5% |
| Q4 2022 | $11,138 | -99.9% | 480,701 | +0.0% | 0.30% | 0.0% |
| Q3 2022 | $9,493,000 | +338.1% | 480,679 | +391.9% | 0.30% | +352.2% |
| Q2 2022 | $2,167,000 | +455.6% | 97,713 | +537.3% | 0.07% | +458.3% |
| Q1 2022 | $390,000 | +0.3% | 15,333 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $389,000 | – | 15,272 | – | 0.01% | – |
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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% |