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 | $281,242 | -4.7% | 3,769 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $294,961 | +6.5% | 3,769 | +0.4% | 0.02% | +5.0% |
| Q1 2023 | $276,928 | -4.0% | 3,753 | -8.1% | 0.02% | -9.1% |
| Q4 2022 | $288,452 | -8.7% | 4,083 | -19.2% | 0.02% | -15.4% |
| Q3 2022 | $316,000 | -6.2% | 5,053 | +0.1% | 0.03% | -3.7% |
| Q2 2022 | $337,000 | -17.2% | 5,046 | -6.0% | 0.03% | 0.0% |
| Q1 2022 | $407,000 | -11.9% | 5,369 | -11.2% | 0.03% | -10.0% |
| Q4 2021 | $462,000 | +5.7% | 6,048 | -0.4% | 0.03% | -11.8% |
| Q2 2021 | $437,000 | +13.5% | 6,073 | +8.6% | 0.03% | -8.1% |
| Q1 2021 | $385,000 | +9.4% | 5,594 | -1.1% | 0.04% | 0.0% |
| Q4 2020 | $352,000 | +27.1% | 5,657 | +28.5% | 0.04% | +5.7% |
| Q4 2019 | $277,000 | – | 4,402 | – | 0.04% | – |
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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% |