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 | $7,059,321 | -1.1% | 286,150 | -0.2% | 4.22% | +1.5% |
| Q2 2023 | $7,136,237 | -1.1% | 286,711 | -0.7% | 4.16% | -3.4% |
| Q1 2023 | $7,216,073 | +0.7% | 288,874 | -0.7% | 4.30% | +2.5% |
| Q4 2022 | $7,169,378 | +22.7% | 290,965 | +0.5% | 4.20% | -0.1% |
| Q3 2022 | $5,845,000 | -7.3% | 289,658 | +0.8% | 4.20% | -2.9% |
| Q2 2022 | $6,304,000 | -13.3% | 287,461 | +0.6% | 4.33% | -17.5% |
| Q1 2022 | $7,271,000 | +28.8% | 285,678 | +28.7% | 5.25% | +32.8% |
| Q4 2021 | $5,645,000 | -0.3% | 221,914 | +0.8% | 3.95% | -5.9% |
| Q3 2021 | $5,662,000 | -2.4% | 220,230 | -2.0% | 4.20% | +0.9% |
| Q2 2021 | $5,800,000 | – | 224,633 | – | 4.16% | – |
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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% |