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 | $292,713 | -4.7% | 3,923 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $306,992 | +6.2% | 3,923 | +0.1% | 0.04% | +2.3% |
Q1 2023 | $289,098 | +4.6% | 3,918 | +0.1% | 0.04% | +2.3% |
Q4 2022 | $276,348 | +13.3% | 3,913 | +0.4% | 0.04% | +4.9% |
Q3 2022 | $244,000 | -6.5% | 3,897 | 0.0% | 0.04% | -4.7% |
Q2 2022 | $261,000 | -11.5% | 3,897 | +0.2% | 0.04% | +4.9% |
Q1 2022 | $295,000 | -0.7% | 3,891 | +0.2% | 0.04% | +10.8% |
Q4 2021 | $297,000 | +8.4% | 3,885 | +0.3% | 0.04% | 0.0% |
Q3 2021 | $274,000 | -1.8% | 3,872 | 0.0% | 0.04% | -2.6% |
Q2 2021 | $279,000 | +4.9% | 3,872 | +0.3% | 0.04% | -2.6% |
Q1 2021 | $266,000 | +10.8% | 3,862 | 0.0% | 0.04% | +8.3% |
Q4 2020 | $240,000 | +14.8% | 3,862 | +0.2% | 0.04% | 0.0% |
Q3 2020 | $209,000 | +4.0% | 3,854 | +0.2% | 0.04% | -10.0% |
Q2 2020 | $201,000 | -0.5% | 3,846 | -12.2% | 0.04% | -4.8% |
Q1 2020 | $202,000 | -26.3% | 4,378 | +0.6% | 0.04% | -19.2% |
Q4 2019 | $274,000 | +9.2% | 4,354 | +0.5% | 0.05% | 0.0% |
Q3 2019 | $251,000 | +15.7% | 4,334 | +13.0% | 0.05% | +15.6% |
Q2 2019 | $217,000 | +3.3% | 3,834 | +0.2% | 0.04% | 0.0% |
Q1 2019 | $210,000 | +1.0% | 3,825 | +3.7% | 0.04% | +4.7% |
Q3 2018 | $208,000 | – | 3,687 | – | 0.04% | – |
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% |