ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,279 | -0.9% | 4,989 | +3.9% | 0.00% | 0.0% |
| Q2 2023 | $375,726 | +28.1% | 4,801 | +20.8% | 0.00% | +33.3% |
| Q1 2023 | $293,276 | +4.5% | 3,975 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $280,754 | +11.0% | 3,975 | -1.4% | 0.00% | 0.0% |
| Q3 2022 | $253,000 | -6.3% | 4,033 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $270,000 | -10.6% | 4,033 | +1.5% | 0.00% | 0.0% |
| Q1 2022 | $302,000 | -0.3% | 3,975 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $303,000 | +7.4% | 3,975 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $282,000 | -1.4% | 3,975 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $286,000 | +4.4% | 3,975 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $274,000 | +10.9% | 3,975 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $247,000 | -13.6% | 3,975 | -24.5% | 0.00% | -20.0% |
| Q3 2020 | $286,000 | +4.0% | 5,265 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $275,000 | +13.2% | 5,265 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $243,000 | -26.8% | 5,265 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $332,000 | +9.2% | 5,265 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $304,000 | +2.0% | 5,265 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $298,000 | +893.3% | 5,265 | +777.5% | 0.01% | +500.0% |
| Q2 2017 | $30,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $30,000 | -48.3% | 600 | -50.1% | 0.00% | 0.0% |
| Q4 2016 | $58,000 | +114.8% | 1,202 | +100.3% | 0.00% | 0.0% |
| Q3 2016 | $27,000 | +3.8% | 600 | +200.0% | 0.00% | 0.0% |
| Q2 2016 | $26,000 | +4.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $25,000 | -93.2% | 200 | -93.1% | 0.00% | -91.7% |
| Q4 2015 | $368,000 | +922.2% | 2,892 | +864.0% | 0.01% | +1100.0% |
| Q3 2015 | $36,000 | -10.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $40,000 | -67.5% | 300 | -66.8% | 0.00% | -75.0% |
| Q4 2014 | $123,000 | – | 904 | – | 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% |