ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,948,564 | -4.0% | 26,113 | +0.7% | 0.04% | -2.4% |
| Q2 2023 | $2,029,764 | +9.7% | 25,936 | +3.4% | 0.04% | +2.5% |
| Q1 2023 | $1,850,421 | +6.2% | 25,080 | +1.7% | 0.04% | 0.0% |
| Q4 2022 | $1,742,301 | +16.0% | 24,668 | +2.8% | 0.04% | +33.3% |
| Q3 2022 | $1,502,000 | -12.2% | 23,990 | -6.2% | 0.03% | -9.1% |
| Q2 2022 | $1,711,000 | -33.4% | 25,588 | -24.5% | 0.03% | -26.7% |
| Q1 2022 | $2,570,000 | +24.2% | 33,880 | +25.0% | 0.04% | +25.0% |
| Q4 2021 | $2,069,000 | -3.6% | 27,100 | -10.5% | 0.04% | -7.7% |
| Q3 2021 | $2,146,000 | +2.9% | 30,272 | +4.4% | 0.04% | +2.6% |
| Q2 2021 | $2,086,000 | +11.4% | 28,991 | +6.7% | 0.04% | +5.6% |
| Q1 2021 | $1,872,000 | +207.9% | 27,163 | +178.0% | 0.04% | +200.0% |
| Q4 2020 | $608,000 | +146.2% | 9,772 | +106.6% | 0.01% | +100.0% |
| Q2 2020 | $247,000 | – | 4,731 | – | 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% |