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 | $895,198 | -5.4% | 36,494 | +0.9% | 0.36% | -2.2% |
| Q2 2023 | $946,312 | +24.6% | 36,174 | +19.1% | 0.37% | +14.1% |
| Q1 2023 | $759,529 | +2.9% | 30,369 | +2.2% | 0.33% | +3.5% |
| Q4 2022 | $738,467 | +11.2% | 29,717 | -10.7% | 0.32% | -6.0% |
| Q3 2022 | $664,000 | +140.6% | 33,261 | +160.3% | 0.34% | +142.8% |
| Q2 2022 | $276,000 | – | 12,776 | – | 0.14% | – |
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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% |