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 | $1,780,410 | -5.0% | 23,719 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $1,873,857 | +4.5% | 23,944 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $1,793,223 | -28.4% | 24,305 | -31.5% | 0.01% | -28.6% |
| Q4 2022 | $2,506,164 | +52.5% | 35,483 | +35.2% | 0.01% | +40.0% |
| Q3 2022 | $1,643,000 | -21.6% | 26,250 | -16.2% | 0.01% | -16.7% |
| Q2 2022 | $2,095,000 | -13.5% | 31,326 | -1.9% | 0.01% | 0.0% |
| Q1 2022 | $2,422,000 | +8.0% | 31,921 | +8.7% | 0.01% | 0.0% |
| Q4 2021 | $2,243,000 | +3.2% | 29,378 | -4.2% | 0.01% | 0.0% |
| Q3 2021 | $2,173,000 | -1.8% | 30,664 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $2,212,000 | +0.3% | 30,745 | -4.0% | 0.01% | -14.3% |
| Q1 2021 | $2,206,000 | +9.4% | 32,022 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $2,016,000 | +14.9% | 32,424 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $1,754,000 | +9.2% | 32,317 | +5.1% | 0.01% | 0.0% |
| Q2 2020 | $1,606,000 | -80.7% | 30,756 | -82.9% | 0.01% | -84.4% |
| Q1 2020 | $8,308,000 | +1652.7% | 179,898 | +2291.3% | 0.04% | +2150.0% |
| Q4 2019 | $474,000 | +7800.0% | 7,523 | +6066.4% | 0.00% | – |
| Q1 2018 | $6,000 | – | 122 | – | 0.00% | – |
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% |