ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357 | -4.5% | 4,780 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $374 | -99.9% | 4,780 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $352,668 | -2.7% | 4,780 | -6.8% | 0.06% | -9.4% |
| Q4 2022 | $362,332 | +12.9% | 5,130 | 0.0% | 0.06% | -4.5% |
| Q3 2022 | $321,000 | -6.4% | 5,130 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $343,000 | -11.8% | 5,130 | 0.0% | 0.07% | -1.4% |
| Q1 2022 | $389,000 | -0.8% | 5,130 | 0.0% | 0.07% | -1.4% |
| Q4 2021 | $392,000 | +7.7% | 5,130 | 0.0% | 0.07% | -1.4% |
| Q3 2021 | $364,000 | -1.4% | 5,130 | 0.0% | 0.07% | -1.4% |
| Q2 2021 | $369,000 | +4.5% | 5,130 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $353,000 | +10.7% | 5,130 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $319,000 | +14.3% | 5,130 | 0.0% | 0.07% | -3.9% |
| Q3 2020 | $279,000 | +4.1% | 5,130 | 0.0% | 0.08% | +1.3% |
| Q2 2020 | $268,000 | -42.1% | 5,130 | -48.9% | 0.08% | -50.3% |
| Q1 2020 | $463,000 | -26.7% | 10,030 | 0.0% | 0.15% | -3.8% |
| Q4 2019 | $632,000 | +28.2% | 10,030 | +17.6% | 0.16% | +17.8% |
| Q3 2019 | $493,000 | +2.1% | 8,530 | 0.0% | 0.14% | +3.1% |
| Q2 2019 | $483,000 | +3.2% | 8,530 | 0.0% | 0.13% | +0.8% |
| Q1 2019 | $468,000 | +28.2% | 8,530 | +14.8% | 0.13% | +11.1% |
| Q4 2018 | $365,000 | -12.9% | 7,430 | 0.0% | 0.12% | +3.5% |
| Q3 2018 | $419,000 | +11.1% | 7,430 | +5.7% | 0.11% | +5.6% |
| Q2 2018 | $377,000 | +0.5% | 7,030 | -0.4% | 0.11% | -0.9% |
| Q1 2018 | $375,000 | -4.1% | 7,060 | 0.0% | 0.11% | -3.6% |
| Q4 2017 | $391,000 | +5.7% | 7,060 | 0.0% | 0.11% | +7.7% |
| Q3 2017 | $370,000 | +2.8% | 7,060 | 0.0% | 0.10% | +5.1% |
| Q2 2017 | $360,000 | +75.6% | 7,060 | +73.9% | 0.10% | +70.7% |
| Q1 2017 | $205,000 | – | 4,060 | – | 0.06% | – |
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% |