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 | $51,069,000 | +9.4% | 684,428 | +14.7% | 0.10% | +4.3% |
| Q2 2023 | $46,695,000 | -18.6% | 596,617 | -23.3% | 0.09% | -26.4% |
| Q1 2023 | $57,360,000 | +8.0% | 777,708 | +3.4% | 0.12% | +3.3% |
| Q4 2022 | $53,115,000 | +81.9% | 752,282 | +61.3% | 0.12% | +55.1% |
| Q3 2022 | $29,203,000 | +5.8% | 466,360 | +13.0% | 0.08% | +9.9% |
| Q2 2022 | $27,593,000 | -17.0% | 412,877 | -5.8% | 0.07% | -4.1% |
| Q1 2022 | $33,253,000 | -2.8% | 438,233 | -2.2% | 0.07% | -1.3% |
| Q4 2021 | $34,209,000 | +8.2% | 447,934 | +0.5% | 0.08% | -11.8% |
| Q3 2021 | $31,603,000 | -3.7% | 445,770 | -2.3% | 0.08% | -10.5% |
| Q2 2021 | $32,820,000 | +4.8% | 456,263 | +0.4% | 0.10% | -4.0% |
| Q1 2021 | $31,317,000 | +14.7% | 454,372 | +3.5% | 0.10% | -13.2% |
| Q4 2020 | $27,311,000 | +17.9% | 439,121 | +2.9% | 0.11% | +1.8% |
| Q3 2020 | $23,156,000 | +3.7% | 426,711 | -0.2% | 0.11% | -8.2% |
| Q2 2020 | $22,331,000 | +4.4% | 427,455 | -7.7% | 0.12% | -12.2% |
| Q1 2020 | $21,381,000 | -46.0% | 462,891 | -26.3% | 0.14% | -40.6% |
| Q4 2019 | $39,583,000 | +13.7% | 628,061 | +4.2% | 0.23% | +23.2% |
| Q3 2019 | $34,821,000 | +69.9% | 602,717 | +66.7% | 0.19% | +55.7% |
| Q2 2019 | $20,494,000 | +2.4% | 361,645 | -1.0% | 0.12% | -9.0% |
| Q1 2019 | $20,022,000 | -0.2% | 365,312 | -10.5% | 0.13% | -13.0% |
| Q4 2018 | $20,061,000 | -2.9% | 408,177 | +11.4% | 0.15% | +3.4% |
| Q3 2018 | $20,652,000 | +9.9% | 366,309 | +4.6% | 0.15% | +1.4% |
| Q2 2018 | $18,792,000 | +5.7% | 350,346 | +4.6% | 0.15% | -1.3% |
| Q1 2018 | $17,780,000 | +9.4% | 334,820 | +13.9% | 0.15% | +12.0% |
| Q4 2017 | $16,258,000 | -4.0% | 293,854 | -9.1% | 0.13% | -7.6% |
| Q3 2017 | $16,930,000 | -4.7% | 323,401 | -7.3% | 0.14% | -9.4% |
| Q2 2017 | $17,767,000 | +116.3% | 348,709 | +114.4% | 0.16% | +101.3% |
| Q1 2017 | $8,213,000 | +385.4% | 162,655 | +372.5% | 0.08% | +338.9% |
| Q4 2016 | $1,692,000 | +1.3% | 34,427 | -4.8% | 0.02% | -5.3% |
| Q3 2016 | $1,671,000 | +2.6% | 36,154 | +197.4% | 0.02% | -9.5% |
| Q2 2016 | $1,629,000 | +1.0% | 12,156 | -2.9% | 0.02% | +320.0% |
| Q1 2016 | $1,613,000 | +0.3% | 12,516 | -0.8% | 0.01% | -73.7% |
| Q4 2015 | $1,608,000 | -17.2% | 12,619 | -21.0% | 0.02% | -26.9% |
| Q3 2015 | $1,943,000 | -12.5% | 15,976 | -3.0% | 0.03% | -27.8% |
| Q2 2015 | $2,220,000 | +73.4% | 16,465 | +73.6% | 0.04% | +89.5% |
| Q1 2015 | $1,280,000 | +121.5% | 9,485 | +124.0% | 0.02% | +111.1% |
| Q4 2014 | $578,000 | +1.0% | 4,235 | -3.4% | 0.01% | -10.0% |
| Q3 2014 | $572,000 | -3.4% | 4,386 | -1.8% | 0.01% | 0.0% |
| Q2 2014 | $592,000 | -11.0% | 4,466 | -15.2% | 0.01% | -23.1% |
| Q1 2014 | $665,000 | +65.8% | 5,266 | +62.1% | 0.01% | +62.5% |
| Q4 2013 | $401,000 | – | 3,248 | – | 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% |