ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,554 | -34.6% | 6,547 | -31.4% | 0.01% | -35.3% |
| Q2 2023 | $746,853 | +5.0% | 9,543 | -1.0% | 0.02% | 0.0% |
| Q1 2023 | $710,961 | -1.1% | 9,636 | +1.5% | 0.02% | -15.0% |
| Q4 2022 | $718,818 | +14.3% | 9,490 | -5.5% | 0.02% | -16.7% |
| Q3 2022 | $629,000 | -13.1% | 10,046 | -7.2% | 0.02% | -4.0% |
| Q2 2022 | $724,000 | -3.1% | 10,825 | +9.9% | 0.02% | -13.8% |
| Q1 2022 | $747,000 | -15.2% | 9,846 | -14.7% | 0.03% | -19.4% |
| Q4 2021 | $881,000 | +100.2% | 11,540 | +85.9% | 0.04% | +80.0% |
| Q3 2021 | $440,000 | +23.2% | 6,208 | +19.8% | 0.02% | +5.3% |
| Q1 2021 | $357,000 | – | 5,181 | – | 0.02% | – |
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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% |