ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,168 | -0.2% | 364,080 | +4.7% | 9.05% | +4.2% |
| Q2 2023 | $27,211 | +9.6% | 347,702 | +3.4% | 8.68% | +3.4% |
| Q1 2023 | $24,818 | +4.7% | 336,380 | +0.2% | 8.40% | +0.1% |
| Q4 2022 | $23,714 | -99.9% | 335,751 | +2.1% | 8.39% | +4.2% |
| Q3 2022 | $20,579,000 | -4.0% | 328,692 | +2.6% | 8.05% | +4.5% |
| Q2 2022 | $21,427,000 | -9.2% | 320,385 | +3.0% | 7.70% | +3.9% |
| Q1 2022 | $23,600,000 | -2.0% | 311,065 | -1.4% | 7.42% | +2.7% |
| Q4 2021 | $24,089,000 | +9.4% | 315,553 | +1.6% | 7.22% | +2.4% |
| Q3 2021 | $22,015,000 | +3.1% | 310,599 | +4.7% | 7.05% | +5.9% |
| Q2 2021 | $21,351,000 | +5.7% | 296,704 | +1.2% | 6.66% | -0.5% |
| Q1 2021 | $20,195,000 | +12.6% | 293,103 | +1.7% | 6.69% | +8.4% |
| Q4 2020 | $17,928,000 | +15.6% | 288,273 | +0.9% | 6.17% | +5.4% |
| Q3 2020 | $15,515,000 | -1.2% | 285,775 | -5.0% | 5.86% | -5.9% |
| Q2 2020 | $15,707,000 | +17.8% | 300,737 | +4.2% | 6.22% | +0.7% |
| Q1 2020 | $13,330,000 | – | 288,645 | – | 6.18% | – |
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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% |