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 | $9,533,956 | +57.3% | 127,770 | +65.0% | 0.03% | +62.5% |
| Q2 2023 | $6,059,987 | +96075.0% | 77,435 | -9.3% | 0.02% | -11.1% |
| Q1 2023 | $6,301 | +21.8% | 85,394 | +16.6% | 0.02% | +5.9% |
| Q4 2022 | $5,172 | -99.6% | 73,225 | +239.2% | 0.02% | +240.0% |
| Q3 2022 | $1,351,000 | -14.4% | 21,586 | -8.5% | 0.01% | -16.7% |
| Q2 2022 | $1,578,000 | -5.5% | 23,601 | +7.2% | 0.01% | 0.0% |
| Q1 2022 | $1,670,000 | +10.7% | 22,018 | +11.4% | 0.01% | 0.0% |
| Q4 2021 | $1,509,000 | +6.9% | 19,765 | -0.8% | 0.01% | -14.3% |
| Q3 2021 | $1,412,000 | +14.6% | 19,924 | +16.4% | 0.01% | -12.5% |
| Q2 2021 | $1,232,000 | +12.0% | 17,120 | +7.3% | 0.01% | 0.0% |
| Q1 2021 | $1,100,000 | -41.7% | 15,962 | -47.4% | 0.01% | -42.9% |
| Q4 2020 | $1,887,000 | – | 30,341 | – | 0.01% | – |
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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% |