ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,323,056 | +2.6% | 52,171 | +3.0% | 1.09% | +7.6% |
| Q2 2023 | $1,289,348 | +2.7% | 50,662 | +0.1% | 1.01% | -2.5% |
| Q1 2023 | $1,254,845 | -1.5% | 50,619 | -8.0% | 1.04% | -2.4% |
| Q4 2022 | $1,274,350 | -6.7% | 55,000 | -20.5% | 1.06% | -16.4% |
| Q3 2022 | $1,366,000 | +0.4% | 69,168 | +12.8% | 1.27% | +8.1% |
| Q2 2022 | $1,360,000 | -20.3% | 61,330 | -8.5% | 1.18% | -8.8% |
| Q1 2022 | $1,706,000 | +167.4% | 67,034 | +167.4% | 1.29% | +171.0% |
| Q4 2021 | $638,000 | – | 25,065 | – | 0.48% | – |
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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% |