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 | $10,507,765 | -5.1% | 140,817 | -0.4% | 0.15% | -5.0% |
| Q2 2023 | $11,069,877 | -24.3% | 141,450 | -28.7% | 0.16% | -32.1% |
| Q1 2023 | $14,630,279 | +3.4% | 198,296 | -1.0% | 0.23% | -4.9% |
| Q4 2022 | $14,150,792 | +13.2% | 200,351 | +0.4% | 0.25% | +0.8% |
| Q3 2022 | $12,496,000 | +44.9% | 199,589 | +54.8% | 0.24% | +47.9% |
| Q2 2022 | $8,623,000 | -0.2% | 128,930 | +13.3% | 0.16% | +17.0% |
| Q1 2022 | $8,636,000 | +8.8% | 113,830 | +9.5% | 0.14% | +12.8% |
| Q4 2021 | $7,936,000 | +20.4% | 103,955 | +11.8% | 0.12% | +11.6% |
| Q3 2021 | $6,589,000 | +9.8% | 92,963 | +11.5% | 0.11% | +8.7% |
| Q2 2021 | $6,001,000 | +12.4% | 83,393 | +7.6% | 0.10% | -8.8% |
| Q1 2021 | $5,341,000 | +5.5% | 77,519 | -4.8% | 0.11% | -1.7% |
| Q4 2020 | $5,064,000 | +14.2% | 81,433 | -0.3% | 0.12% | +0.9% |
| Q3 2020 | $4,435,000 | -24.5% | 81,694 | -27.4% | 0.11% | -32.5% |
| Q2 2020 | $5,875,000 | +75.3% | 112,480 | +55.0% | 0.17% | +40.8% |
| Q1 2020 | $3,352,000 | +4.5% | 72,579 | +42.6% | 0.12% | +27.7% |
| Q4 2019 | $3,207,000 | – | 50,888 | – | 0.09% | – |
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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% |