VANCE WEALTH, INC. - ISHARES TR ownership

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
VANCE WEALTH, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,718,440
+0.2%
107,194
+0.6%
1.27%
+3.0%
Q2 2023$2,713,046
+0.9%
106,603
-1.7%
1.24%
-14.5%
Q1 2023$2,688,401
+3.5%
108,447
-3.3%
1.44%
-10.9%
Q4 2022$2,597,403
+102.4%
112,102
+72.5%
1.62%
+64.3%
Q3 2022$1,283,000
+11.6%
64,983
+25.3%
0.99%
+10.9%
Q2 2022$1,150,00051,8490.89%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders