ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $486,210 | -69.6% | 6,590 | -70.9% | 0.00% | – |
| Q4 2022 | $1,600,052 | +595.7% | 22,654 | +516.9% | 0.00% | – |
| Q3 2022 | $230,000 | -79.7% | 3,672 | -75.4% | 0.00% | – |
| Q1 2022 | $1,134,000 | +106.9% | 14,951 | +96.2% | 0.00% | – |
| Q2 2021 | $548,000 | -92.1% | 7,620 | -94.1% | 0.00% | -100.0% |
| Q2 2018 | $6,918,000 | +10.0% | 128,884 | +13.6% | 0.00% | -25.0% |
| Q4 2017 | $6,288,000 | +605.7% | 113,424 | +548.7% | 0.00% | +300.0% |
| Q2 2017 | $891,000 | +144.1% | 17,484 | +516.1% | 0.00% | – |
| Q1 2016 | $365,000 | -91.1% | 2,838 | -91.2% | 0.00% | -100.0% |
| Q4 2015 | $4,120,000 | +1035.0% | 32,343 | +1103.7% | 0.00% | – |
| Q1 2015 | $363,000 | – | 2,687 | – | 0.00% | – |
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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% |