ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $344,595 | +4.3% | 4,618 | +9.4% | 0.01% | 0.0% |
| Q2 2023 | $330,257 | +3.7% | 4,220 | -2.2% | 0.01% | 0.0% |
| Q1 2023 | $318,508 | -3.4% | 4,317 | -7.5% | 0.01% | -16.7% |
| Q4 2022 | $329,583 | +12.9% | 4,666 | -0.0% | 0.01% | +20.0% |
| Q3 2022 | $292,000 | -1.7% | 4,667 | +5.1% | 0.01% | -16.7% |
| Q2 2022 | $297,000 | -63.3% | 4,440 | -58.4% | 0.01% | -57.1% |
| Q1 2022 | $809,000 | -4.3% | 10,668 | -3.6% | 0.01% | 0.0% |
| Q4 2021 | $845,000 | +189.4% | 11,067 | +168.7% | 0.01% | +133.3% |
| Q3 2021 | $292,000 | – | 4,119 | – | 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% |