ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,337 | -0.2% | 393,153 | +4.6% | 0.44% | +5.8% |
| Q2 2023 | $29,403 | +2.4% | 375,704 | -3.5% | 0.42% | -1.9% |
| Q1 2023 | $28,718 | +13.3% | 389,242 | +8.5% | 0.42% | +19.4% |
| Q4 2022 | $25,336 | -99.9% | 358,711 | +2.3% | 0.36% | -8.0% |
| Q3 2022 | $21,946,000 | +935.7% | 350,521 | +1006.1% | 0.39% | +975.0% |
| Q2 2022 | $2,119,000 | -92.1% | 31,690 | -91.0% | 0.04% | -91.0% |
| Q1 2022 | $26,804,000 | +9.0% | 353,289 | +9.6% | 0.40% | -7.2% |
| Q4 2021 | $24,599,000 | +3.1% | 322,229 | -4.3% | 0.43% | -5.7% |
| Q3 2021 | $23,860,000 | -11.2% | 336,630 | -9.8% | 0.46% | -14.4% |
| Q2 2021 | $26,859,000 | +6.1% | 373,254 | +1.6% | 0.53% | +0.4% |
| Q1 2021 | $25,317,000 | +15.5% | 367,448 | +4.2% | 0.53% | +5.1% |
| Q4 2020 | $21,923,000 | +29.0% | 352,524 | +12.6% | 0.51% | +14.5% |
| Q3 2020 | $16,999,000 | +2.5% | 313,106 | -1.4% | 0.44% | -7.9% |
| Q2 2020 | $16,581,000 | +18.5% | 317,458 | +4.8% | 0.48% | +5.5% |
| Q1 2020 | $13,992,000 | -32.4% | 302,998 | -7.7% | 0.46% | -12.8% |
| Q4 2019 | $20,683,000 | +9.2% | 328,195 | +0.2% | 0.52% | -13.3% |
| Q3 2019 | $18,933,000 | +0.6% | 327,560 | -1.4% | 0.60% | +1.0% |
| Q2 2019 | $18,818,000 | – | 332,173 | – | 0.60% | – |
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% |