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 | $549,576 | -4.7% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $576,384 | +6.1% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $543,389 | +4.5% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $520,189 | +12.8% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $461,000 | -6.5% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $493,000 | -11.8% | 7,365 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $559,000 | -0.5% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $562,000 | +7.7% | 7,365 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $522,000 | -1.5% | 7,365 | 0.0% | 0.01% | +11.1% |
| Q2 2021 | $530,000 | +4.5% | 7,365 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $507,000 | +10.7% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $458,000 | +14.5% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $400,000 | +3.9% | 7,365 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $385,000 | +13.2% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $340,000 | -26.7% | 7,365 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $464,000 | +8.9% | 7,365 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $426,000 | -29.8% | 7,365 | -31.3% | 0.01% | -33.3% |
| Q2 2019 | $607,000 | +3.2% | 10,716 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $588,000 | +11.8% | 10,716 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $526,000 | -12.9% | 10,716 | 0.0% | 0.02% | -5.3% |
| Q3 2018 | $604,000 | +5.0% | 10,716 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $575,000 | +1.1% | 10,716 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $569,000 | -4.2% | 10,716 | 0.0% | 0.02% | -9.5% |
| Q4 2017 | $594,000 | +5.9% | 10,716 | 0.0% | 0.02% | +5.0% |
| Q3 2017 | $561,000 | +2.7% | 10,716 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $546,000 | +0.9% | 10,716 | 0.0% | 0.02% | -4.5% |
| Q1 2017 | $541,000 | +2.9% | 10,716 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $526,000 | +6.5% | 10,716 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $494,000 | +2.9% | 10,716 | +200.0% | 0.02% | +4.8% |
| Q2 2016 | $480,000 | +4.3% | 3,572 | 0.0% | 0.02% | +5.0% |
| Q1 2016 | $460,000 | -29.4% | 3,572 | -30.2% | 0.02% | -33.3% |
| Q4 2015 | $652,000 | -1.8% | 5,121 | -6.2% | 0.03% | -6.2% |
| Q3 2015 | $664,000 | -9.8% | 5,461 | 0.0% | 0.03% | -3.0% |
| Q2 2015 | $736,000 | -15.6% | 5,461 | -15.5% | 0.03% | -17.5% |
| Q1 2015 | $872,000 | -1.1% | 6,461 | 0.0% | 0.04% | -4.8% |
| Q4 2014 | $882,000 | +4.8% | 6,461 | 0.0% | 0.04% | +2.4% |
| Q3 2014 | $842,000 | -1.6% | 6,461 | 0.0% | 0.04% | -2.4% |
| Q2 2014 | $856,000 | +11.7% | 6,461 | +6.5% | 0.04% | +7.7% |
| Q1 2014 | $766,000 | +2.4% | 6,065 | 0.0% | 0.04% | +2.6% |
| Q4 2013 | $748,000 | +35.8% | 6,065 | +24.4% | 0.04% | +26.7% |
| Q3 2013 | $551,000 | +3.4% | 4,875 | 0.0% | 0.03% | 0.0% |
| Q2 2013 | $533,000 | – | 4,875 | – | 0.03% | – |
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% |