ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $350,918 | +3.8% | 4,484 | -2.1% | 0.01% | -16.7% |
| Q1 2023 | $337,912 | +6.6% | 4,580 | +2.0% | 0.01% | +20.0% |
| Q4 2022 | $317,058 | +10.1% | 4,489 | -2.4% | 0.01% | -16.7% |
| Q3 2022 | $288,000 | -8.3% | 4,600 | -2.0% | 0.01% | 0.0% |
| Q2 2022 | $314,000 | -8.5% | 4,695 | +4.0% | 0.01% | +20.0% |
| Q1 2022 | $343,000 | +0.9% | 4,516 | +1.3% | 0.01% | 0.0% |
| Q4 2021 | $340,000 | +6.2% | 4,460 | -1.1% | 0.01% | 0.0% |
| Q3 2021 | $320,000 | -27.3% | 4,511 | -26.2% | 0.01% | -28.6% |
| Q2 2021 | $440,000 | +5.8% | 6,110 | +1.2% | 0.01% | 0.0% |
| Q1 2021 | $416,000 | +10.9% | 6,037 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $375,000 | +51.2% | 6,037 | +32.0% | 0.01% | +40.0% |
| Q3 2020 | $248,000 | -45.4% | 4,573 | -47.4% | 0.01% | -50.0% |
| Q2 2020 | $454,000 | +8.4% | 8,700 | -4.2% | 0.01% | 0.0% |
| Q1 2020 | $419,000 | -37.3% | 9,084 | -14.3% | 0.01% | -16.7% |
| Q4 2019 | $668,000 | +32.5% | 10,605 | +21.6% | 0.01% | +20.0% |
| Q3 2019 | $504,000 | +2.0% | 8,720 | -0.1% | 0.01% | 0.0% |
| Q2 2019 | $494,000 | +3.3% | 8,725 | +0.0% | 0.01% | 0.0% |
| Q1 2019 | $478,000 | -55.9% | 8,724 | -60.5% | 0.01% | -60.0% |
| Q4 2018 | $1,084,000 | – | 22,082 | – | 0.02% | – |
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% |