ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $378,000 | -6.4% | 6,045 | 0.0% | 0.07% | +16.7% |
| Q2 2022 | $404,000 | -13.3% | 6,045 | -1.6% | 0.06% | +1.7% |
| Q1 2022 | $466,000 | -7.7% | 6,145 | -7.2% | 0.06% | +3.5% |
| Q4 2021 | $505,000 | +6.1% | 6,620 | 0.0% | 0.06% | -9.5% |
| Q3 2021 | $476,000 | 0.0% | 6,620 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $476,000 | +4.4% | 6,620 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $456,000 | +7.8% | 6,620 | -2.6% | 0.06% | +8.6% |
| Q4 2020 | $423,000 | +14.6% | 6,795 | 0.0% | 0.06% | +1.8% |
| Q3 2020 | $369,000 | +3.9% | 6,795 | 0.0% | 0.06% | -1.7% |
| Q2 2020 | $355,000 | +13.1% | 6,795 | 0.0% | 0.06% | -6.5% |
| Q1 2020 | $314,000 | -33.8% | 6,795 | -9.7% | 0.06% | -15.1% |
| Q4 2019 | $474,000 | +9.0% | 7,525 | 0.0% | 0.07% | +2.8% |
| Q3 2019 | $435,000 | +2.1% | 7,525 | 0.0% | 0.07% | -4.1% |
| Q2 2019 | $426,000 | +3.1% | 7,525 | 0.0% | 0.07% | -2.6% |
| Q1 2019 | $413,000 | +19.0% | 7,525 | +6.4% | 0.08% | +5.6% |
| Q4 2018 | $347,000 | -13.0% | 7,075 | 0.0% | 0.07% | +2.9% |
| Q3 2018 | $399,000 | +5.0% | 7,075 | 0.0% | 0.07% | -2.8% |
| Q2 2018 | $380,000 | +1.1% | 7,075 | 0.0% | 0.07% | -1.4% |
| Q1 2018 | $376,000 | +3.3% | 7,075 | +7.6% | 0.07% | +4.3% |
| Q4 2017 | $364,000 | +5.8% | 6,575 | 0.0% | 0.07% | -4.1% |
| Q3 2017 | $344,000 | – | 6,575 | – | 0.07% | – |
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% |