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 | $3,250,924 | +20.0% | 128,191 | +20.4% | 2.31% | +21.1% |
| Q2 2023 | $2,710,145 | +41.3% | 106,489 | +37.6% | 1.91% | +36.6% |
| Q1 2023 | $1,918,225 | +190.4% | 77,379 | +171.4% | 1.40% | +178.6% |
| Q4 2022 | $660,577 | +1058.9% | 28,510 | +891.7% | 0.50% | +922.4% |
| Q3 2022 | $57,000 | – | 2,875 | – | 0.05% | – |
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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% |