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 | $1,886,989 | -3.9% | 25,288 | +0.8% | 0.25% | +0.4% |
| Q2 2023 | $1,963,620 | +13.6% | 25,091 | +7.1% | 0.25% | +5.1% |
| Q1 2023 | $1,729,106 | +94283.5% | 23,436 | -9.6% | 0.24% | -13.2% |
| Q4 2022 | $1,832 | -99.9% | 25,935 | -8.9% | 0.27% | -5.9% |
| Q3 2022 | $1,782,000 | -4.5% | 28,458 | +2.0% | 0.29% | -0.3% |
| Q2 2022 | $1,866,000 | -13.0% | 27,900 | -1.3% | 0.29% | -13.4% |
| Q1 2022 | $2,144,000 | +0.8% | 28,254 | +1.4% | 0.34% | +13.9% |
| Q4 2021 | $2,127,000 | +57.1% | 27,866 | +45.9% | 0.29% | +49.2% |
| Q3 2021 | $1,354,000 | +1.3% | 19,097 | +2.8% | 0.20% | -3.0% |
| Q2 2021 | $1,337,000 | +6.2% | 18,579 | +1.6% | 0.20% | -0.5% |
| Q1 2021 | $1,259,000 | +11.9% | 18,282 | +1.0% | 0.20% | +7.9% |
| Q4 2020 | $1,125,000 | -6.7% | 18,098 | -18.6% | 0.19% | -18.9% |
| Q3 2020 | $1,206,000 | +14.0% | 22,225 | +10.0% | 0.23% | +5.0% |
| Q2 2020 | $1,058,000 | +33.4% | 20,203 | +17.6% | 0.22% | +8.3% |
| Q1 2020 | $793,000 | -45.1% | 17,185 | -25.1% | 0.20% | -23.5% |
| Q4 2019 | $1,445,000 | +8.6% | 22,947 | -0.3% | 0.27% | +2.3% |
| Q3 2019 | $1,330,000 | +1.6% | 23,016 | -0.4% | 0.26% | -0.8% |
| Q2 2019 | $1,309,000 | +5.5% | 23,109 | +2.0% | 0.26% | +2.3% |
| Q1 2019 | $1,241,000 | +37.0% | 22,649 | +22.6% | 0.26% | +20.0% |
| Q4 2018 | $906,000 | +81.9% | 18,471 | +108.8% | 0.22% | +110.8% |
| Q3 2018 | $498,000 | +10.2% | 8,847 | +4.9% | 0.10% | +4.1% |
| Q2 2018 | $452,000 | -2.0% | 8,433 | -3.0% | 0.10% | -3.0% |
| Q1 2018 | $461,000 | -4.4% | 8,694 | -0.2% | 0.10% | -1.0% |
| Q4 2017 | $482,000 | +23.0% | 8,714 | +16.2% | 0.10% | +20.0% |
| Q3 2017 | $392,000 | +31.5% | 7,499 | +27.9% | 0.08% | +30.8% |
| Q2 2017 | $298,000 | +33.6% | 5,863 | +32.2% | 0.06% | +25.0% |
| Q1 2017 | $223,000 | – | 4,434 | – | 0.05% | – |
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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% |