ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 543 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $292,592 | -2.6% | 3,320 | 0.0% | 0.02% | -4.8% |
| Q1 2024 | $300,261 | +11.4% | 3,320 | +3.9% | 0.02% | -4.5% |
| Q4 2023 | $269,434 | +4.8% | 3,195 | -7.3% | 0.02% | -4.3% |
| Q3 2023 | $257,066 | -4.7% | 3,445 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $269,606 | +6.1% | 3,445 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $254,172 | +97283.9% | 3,445 | -6.8% | 0.02% | -8.3% |
| Q4 2022 | $261 | -99.9% | 3,695 | 0.0% | 0.02% | +9.1% |
| Q3 2022 | $231,000 | -6.5% | 3,695 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $247,000 | -11.8% | 3,695 | 0.0% | 0.02% | +10.0% |
| Q1 2022 | $280,000 | -0.7% | 3,695 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $282,000 | +7.6% | 3,695 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $262,000 | -1.5% | 3,695 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $266,000 | +4.3% | 3,695 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $255,000 | +10.9% | 3,695 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $230,000 | -4.6% | 3,695 | -16.9% | 0.02% | -16.7% |
| Q3 2020 | $241,000 | +3.9% | 4,448 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $232,000 | +13.2% | 4,448 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $205,000 | -26.8% | 4,448 | 0.0% | 0.03% | -3.6% |
| Q4 2019 | $280,000 | – | 4,448 | – | 0.03% | – |
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% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |
| Cosner Financial Group, LLC | 129,557 | $9,667,558 | 8.52% |