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 | $968,155 | +26883.1% | 12,974 | -71.7% | 0.21% | -63.6% |
| Q2 2023 | $3,588 | +3.5% | 45,850 | -2.4% | 0.58% | +1.4% |
| Q1 2023 | $3,466 | +0.2% | 46,978 | -4.1% | 0.57% | -12.3% |
| Q4 2022 | $3,459 | -99.6% | 48,977 | +277.5% | 0.65% | +209.0% |
| Q3 2022 | $968,155 | -70.2% | 12,974 | -72.7% | 0.21% | -71.2% |
| Q2 2022 | $3,253,000 | -16.8% | 47,448 | -7.4% | 0.73% | -8.2% |
| Q1 2022 | $3,909,000 | – | 51,265 | – | 0.79% | – |
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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% |