ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,653 | -23.5% | 249,976 | -19.7% | 0.06% | -24.0% |
| Q2 2023 | $24,369 | -2.8% | 311,380 | -8.4% | 0.08% | -12.8% |
| Q1 2023 | $25,074 | +26.3% | 339,852 | +20.9% | 0.09% | +14.7% |
| Q4 2022 | $19,857 | -100.0% | 281,135 | -63.4% | 0.08% | -63.1% |
| Q3 2022 | $48,051,000 | +68.3% | 767,458 | +79.8% | 0.20% | +61.1% |
| Q2 2022 | $28,554,000 | +61.2% | 426,943 | +82.9% | 0.13% | +85.3% |
| Q1 2022 | $17,709,000 | +31.7% | 233,413 | +32.5% | 0.07% | +33.3% |
| Q4 2021 | $13,446,000 | +48.4% | 176,130 | +37.8% | 0.05% | +37.8% |
| Q3 2021 | $9,059,000 | +240.3% | 127,804 | +245.5% | 0.04% | +208.3% |
| Q2 2021 | $2,662,000 | -3.3% | 36,990 | -7.4% | 0.01% | -14.3% |
| Q1 2021 | $2,752,000 | +155.3% | 39,948 | +130.5% | 0.01% | +133.3% |
| Q4 2020 | $1,078,000 | -78.8% | 17,332 | -81.5% | 0.01% | -81.2% |
| Q3 2020 | $5,075,000 | +13.7% | 93,480 | +9.4% | 0.03% | +6.7% |
| Q2 2020 | $4,464,000 | -74.7% | 85,461 | -77.6% | 0.03% | -79.2% |
| Q1 2020 | $17,617,000 | +674.0% | 381,479 | +956.1% | 0.14% | +800.0% |
| Q4 2019 | $2,276,000 | -57.6% | 36,123 | -61.1% | 0.02% | -62.8% |
| Q3 2019 | $5,372,000 | -7.0% | 92,945 | -8.8% | 0.04% | -8.5% |
| Q2 2019 | $5,776,000 | +54.3% | 101,958 | +49.3% | 0.05% | +42.4% |
| Q1 2019 | $3,743,000 | -82.5% | 68,269 | -84.3% | 0.03% | -68.6% |
| Q4 2018 | $21,366,000 | +1416.4% | 435,280 | +1641.2% | 0.10% | +775.0% |
| Q3 2018 | $1,409,000 | -65.9% | 24,999 | -67.6% | 0.01% | -40.0% |
| Q2 2018 | $4,138,000 | +41.7% | 77,112 | +40.3% | 0.02% | -31.0% |
| Q1 2018 | $2,920,000 | +41.5% | 54,963 | +47.5% | 0.03% | +38.1% |
| Q4 2017 | $2,064,000 | +11.4% | 37,258 | +5.2% | 0.02% | +5.0% |
| Q3 2017 | $1,853,000 | -4.1% | 35,402 | -6.7% | 0.02% | -4.8% |
| Q2 2017 | $1,932,000 | -16.6% | 37,936 | -17.3% | 0.02% | -19.2% |
| Q1 2017 | $2,316,000 | -38.6% | 45,884 | -40.2% | 0.03% | -42.2% |
| Q4 2016 | $3,771,000 | +104.4% | 76,748 | +91.7% | 0.04% | +87.5% |
| Q3 2016 | $1,845,000 | +18.7% | 40,028 | +246.0% | 0.02% | +14.3% |
| Q2 2016 | $1,554,000 | -31.9% | 11,570 | -34.7% | 0.02% | -38.2% |
| Q1 2016 | $2,282,000 | -50.1% | 17,725 | -50.6% | 0.03% | -54.7% |
| Q4 2015 | $4,572,000 | -23.8% | 35,887 | -27.2% | 0.08% | -27.9% |
| Q3 2015 | $5,998,000 | +162.0% | 49,321 | +190.5% | 0.10% | +166.7% |
| Q2 2015 | $2,289,000 | +50.5% | 16,978 | +50.7% | 0.04% | +44.4% |
| Q1 2015 | $1,521,000 | -23.4% | 11,269 | -22.5% | 0.03% | -27.0% |
| Q4 2014 | $1,986,000 | +134.5% | 14,548 | +127.6% | 0.04% | +208.3% |
| Q2 2014 | $847,000 | -28.2% | 6,392 | -31.5% | 0.01% | -33.3% |
| Q1 2014 | $1,179,000 | +13.3% | 9,331 | +10.6% | 0.02% | +5.9% |
| Q4 2013 | $1,041,000 | +53.3% | 8,436 | +40.2% | 0.02% | +30.8% |
| Q3 2013 | $679,000 | +18.9% | 6,015 | +15.3% | 0.01% | +18.2% |
| Q2 2013 | $571,000 | – | 5,216 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 496,529 | $37,050,971 | 22.21% |
| SOUTHERN CAPITAL ADVISORS, LLC | 274,989 | $20,519,677 | 17.07% |
| Veracity Capital LLC | 325,036 | $24,254,222 | 11.25% |
| COREPATH WEALTH PARTNERS LLC | 239,955 | $17,828,653 | 10.75% |
| ForthRight Wealth Management, LLC | 314,576 | $23,473,653 | 10.12% |
| McGlone Suttner Wealth Management, Inc. | 533,851 | $39,837,495 | 9.23% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 207,381 | $15,221,766 | 9.09% |
| HANTZ FINANCIAL SERVICES, INC. | 364,080 | $27,168 | 9.05% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |