ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $25,258 | +3.5% | 322,752 | -2.4% | 0.27% | +7.6% |
| Q1 2023 | $24,400 | +2.5% | 330,714 | -1.8% | 0.25% | +4.6% |
| Q4 2022 | $23,794 | -99.9% | 336,880 | -11.7% | 0.24% | +0.4% |
| Q3 2022 | $23,885,000 | -6.9% | 381,491 | -0.5% | 0.24% | +4.4% |
| Q2 2022 | $25,653,000 | +34.3% | 383,556 | +52.3% | 0.23% | +60.6% |
| Q1 2022 | $19,102,000 | -0.1% | 251,779 | +0.5% | 0.14% | +6.0% |
| Q4 2021 | $19,127,000 | +15.6% | 250,549 | -17.8% | 0.13% | -0.7% |
| Q3 2021 | $16,539,000 | -11.7% | 304,646 | +17.1% | 0.14% | +1.5% |
| Q2 2021 | $18,722,000 | +4.4% | 260,180 | -9.8% | 0.13% | -2.2% |
| Q1 2021 | $17,940,000 | 0.0% | 288,475 | 0.0% | 0.14% | 0.0% |
| Q4 2020 | $17,940,000 | +8.5% | 288,475 | -5.3% | 0.14% | +0.7% |
| Q3 2020 | $16,539,000 | +2.9% | 304,646 | -1.0% | 0.14% | 0.0% |
| Q2 2020 | $16,073,000 | +69.2% | 307,729 | +49.6% | 0.14% | +53.4% |
| Q1 2020 | $9,499,000 | -52.1% | 205,698 | -34.6% | 0.09% | -41.7% |
| Q4 2019 | $19,831,000 | +6.6% | 314,683 | -2.3% | 0.15% | +1.3% |
| Q3 2019 | $18,609,000 | +105.3% | 321,948 | +101.2% | 0.15% | +101.4% |
| Q2 2019 | $9,065,000 | +3.1% | 160,009 | -0.3% | 0.07% | 0.0% |
| Q1 2019 | $8,796,000 | +4.8% | 160,431 | -6.2% | 0.07% | -5.1% |
| Q4 2018 | $8,396,000 | +97.6% | 171,033 | +127.0% | 0.08% | +122.9% |
| Q3 2018 | $4,248,000 | -13.8% | 75,350 | -17.9% | 0.04% | -16.7% |
| Q2 2018 | $4,926,000 | +12.3% | 91,773 | +11.2% | 0.04% | -12.5% |
| Q1 2018 | $4,385,000 | +62542.9% | 82,544 | +68118.2% | 0.05% | – |
| Q4 2017 | $7,000 | +16.7% | 121 | -1.6% | 0.00% | – |
| Q1 2017 | $6,000 | +100.0% | 123 | +485.7% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 21 | -16.0% | 0.00% | – |
| Q1 2016 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | -57.1% | 25 | -51.9% | 0.00% | – |
| Q2 2015 | $7,000 | 0.0% | 52 | -1.9% | 0.00% | – |
| Q1 2015 | $7,000 | – | 53 | – | 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% |