ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,586 | -1.9% | 19,700 | -1.5% | 0.00% | – |
| Q2 2023 | $509,117 | +8.5% | 20,005 | +5.7% | 0.00% | – |
| Q1 2023 | $469,110 | -76.9% | 18,923 | -78.4% | 0.00% | -100.0% |
| Q4 2022 | $2,033,000 | +5.2% | 87,724 | -10.3% | 0.00% | 0.0% |
| Q3 2022 | $1,932,000 | +725.6% | 97,807 | +962.2% | 0.00% | – |
| Q1 2022 | $234,000 | -97.7% | 9,208 | -97.7% | 0.00% | -100.0% |
| Q3 2021 | $10,390,000 | +41.0% | 408,171 | +6.3% | 0.00% | +50.0% |
| Q2 2021 | $7,370,000 | +10.9% | 383,965 | +46.1% | 0.00% | 0.0% |
| Q1 2021 | $6,645,000 | +112.0% | 262,762 | +90.7% | 0.00% | +100.0% |
| Q4 2020 | $3,134,000 | – | 137,789 | – | 0.00% | – |
Download | ||||||
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% |