ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262 | +351.7% | 3,505 | +373.6% | 0.00% | – |
| Q2 2023 | $58 | +5.5% | 740 | 0.0% | 0.00% | – |
| Q1 2023 | $55 | +5.8% | 740 | 0.0% | 0.00% | – |
| Q4 2022 | $52 | -99.9% | 740 | 0.0% | 0.00% | – |
| Q3 2022 | $46,000 | -90.7% | 740 | -88.7% | 0.00% | -100.0% |
| Q1 2022 | $496,000 | -0.6% | 6,537 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $499,000 | +3.3% | 6,537 | -4.1% | 0.00% | 0.0% |
| Q3 2021 | $483,000 | +2315.0% | 6,815 | +2351.4% | 0.00% | – |
| Q2 2021 | $20,000 | +5.3% | 278 | 0.0% | 0.00% | – |
| Q1 2021 | $19,000 | +11.8% | 278 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | -87.3% | 278 | -88.7% | 0.00% | – |
| Q3 2020 | $134,000 | +930.8% | 2,465 | +862.9% | 0.00% | – |
| Q4 2018 | $13,000 | – | 256 | – | 0.00% | – |
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% |