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 | $1,615,865 | -10.7% | 63,717 | -10.4% | 0.36% | -9.7% |
| Q2 2023 | $1,809,210 | +2.6% | 71,089 | -0.0% | 0.40% | -2.7% |
| Q1 2023 | $1,763,079 | +9.2% | 71,121 | +2.0% | 0.41% | +2.5% |
| Q4 2022 | $1,615,182 | +6.3% | 69,710 | -9.4% | 0.40% | -14.8% |
| Q3 2022 | $1,520,000 | -28.7% | 76,967 | -20.0% | 0.47% | -27.8% |
| Q2 2022 | $2,133,000 | +52.4% | 96,182 | +74.7% | 0.65% | +70.3% |
| Q4 2021 | $1,400,000 | +1.2% | 55,048 | +2.3% | 0.38% | -6.3% |
| Q3 2021 | $1,384,000 | – | 53,822 | – | 0.41% | – |
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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% |