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 | $3,364,258 | +100205.8% | 132,660 | +0.7% | 2.63% | +6.8% |
| Q2 2023 | $3,354 | +8.2% | 131,800 | +5.4% | 2.46% | +5.5% |
| Q1 2023 | $3,101 | +12.9% | 125,100 | +5.5% | 2.33% | +13.4% |
| Q4 2022 | $2,747 | -99.9% | 118,580 | +1.8% | 2.06% | +15.5% |
| Q3 2022 | $2,301,000 | -11.1% | 116,515 | -0.2% | 1.78% | -0.3% |
| Q2 2022 | $2,589,000 | -13.8% | 116,730 | -1.1% | 1.79% | +2.9% |
| Q1 2022 | $3,005,000 | -0.2% | 118,075 | -0.3% | 1.74% | +1.3% |
| Q4 2021 | $3,011,000 | -3.9% | 118,375 | -2.9% | 1.72% | -10.6% |
| Q3 2021 | $3,133,000 | +5.5% | 121,870 | +6.0% | 1.92% | +7.2% |
| Q2 2021 | $2,970,000 | +43.5% | 115,010 | +40.6% | 1.79% | +33.3% |
| Q1 2021 | $2,069,000 | +40.2% | 81,805 | +26.2% | 1.34% | +38.1% |
| Q4 2020 | $1,476,000 | – | 64,830 | – | 0.97% | – |
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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% |