ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,029,980 | -4.4% | 13,803 | +0.3% | 0.41% | +2.7% |
| Q2 2023 | $1,077,484 | +5.6% | 13,768 | -0.5% | 0.40% | +1.3% |
| Q1 2023 | $1,020,673 | -2.6% | 13,834 | -6.8% | 0.40% | -2.9% |
| Q4 2022 | $1,048,361 | +16.1% | 14,843 | +3.0% | 0.41% | +8.8% |
| Q3 2022 | $903,000 | -6.3% | 14,415 | 0.0% | 0.38% | -0.5% |
| Q2 2022 | $964,000 | -12.2% | 14,415 | -0.4% | 0.38% | +11.2% |
| Q1 2022 | $1,098,000 | +21.2% | 14,470 | +21.9% | 0.34% | +26.9% |
| Q4 2021 | $906,000 | +8.8% | 11,868 | +1.0% | 0.27% | +4.7% |
| Q3 2021 | $833,000 | +0.5% | 11,748 | +2.7% | 0.26% | +3.6% |
| Q2 2021 | $829,000 | +5.3% | 11,440 | +0.2% | 0.25% | -1.2% |
| Q1 2021 | $787,000 | +9.6% | 11,419 | -1.0% | 0.25% | -1.6% |
| Q4 2020 | $718,000 | +21.7% | 11,539 | +6.2% | 0.25% | +5.8% |
| Q3 2020 | $590,000 | +5.5% | 10,867 | +1.4% | 0.24% | +1.3% |
| Q2 2020 | $559,000 | +0.7% | 10,712 | -10.8% | 0.24% | -16.0% |
| Q1 2020 | $555,000 | -27.3% | 12,015 | -0.7% | 0.28% | -5.4% |
| Q4 2019 | $763,000 | +6.9% | 12,105 | -1.9% | 0.30% | +11.6% |
| Q3 2019 | $714,000 | -13.6% | 12,345 | -15.4% | 0.27% | -13.3% |
| Q2 2019 | $826,000 | +1.7% | 14,585 | -1.5% | 0.31% | +3.0% |
| Q1 2019 | $812,000 | +9.3% | 14,805 | -2.1% | 0.30% | -2.3% |
| Q4 2018 | $743,000 | -6.8% | 15,130 | +7.1% | 0.31% | +8.9% |
| Q3 2018 | $797,000 | +23.8% | 14,128 | +17.7% | 0.28% | +22.2% |
| Q2 2018 | $644,000 | +19.5% | 12,000 | +18.2% | 0.23% | +15.6% |
| Q1 2018 | $539,000 | +11.6% | 10,150 | +16.5% | 0.20% | +13.1% |
| Q4 2017 | $483,000 | – | 8,710 | – | 0.18% | – |
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% |