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 | $3,621 | +0.2% | 142,800 | +0.6% | 0.01% | +12.5% |
| Q2 2023 | $3,614 | +0.9% | 141,995 | -1.7% | 0.01% | -11.1% |
| Q1 2023 | $3,583 | -7.2% | 144,515 | -13.3% | 0.01% | -10.0% |
| Q4 2022 | $3,861 | -100.0% | 166,656 | -59.3% | 0.01% | -54.5% |
| Q3 2022 | $8,083,000 | +10.9% | 409,284 | +24.5% | 0.02% | +15.8% |
| Q2 2022 | $7,290,000 | +2.4% | 328,667 | +17.5% | 0.02% | +35.7% |
| Q1 2022 | $7,122,000 | +60.0% | 279,833 | +62.3% | 0.01% | +55.6% |
| Q4 2021 | $4,452,000 | -41.3% | 172,432 | -41.5% | 0.01% | -40.0% |
| Q3 2021 | $7,580,000 | +70.3% | 294,816 | +71.0% | 0.02% | +66.7% |
| Q2 2021 | $4,452,000 | – | 172,432 | – | 0.01% | – |
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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% |