ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,873,351 | -11.1% | 132,315 | -6.8% | 0.15% | -15.5% |
| Q2 2023 | $11,104,695 | +16.5% | 141,895 | +9.8% | 0.17% | -2.2% |
| Q1 2023 | $9,534,875 | +3194.8% | 129,234 | +5.8% | 0.18% | +2442.9% |
| Q4 2022 | $289,388 | +20.1% | 122,179 | +3071.8% | 0.01% | -12.5% |
| Q3 2022 | $241,000 | +8.1% | 3,852 | +15.4% | 0.01% | +14.3% |
| Q2 2022 | $223,000 | -11.9% | 3,338 | +0.1% | 0.01% | -12.5% |
| Q1 2022 | $253,000 | +2.0% | 3,335 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $248,000 | +13.2% | 3,247 | +5.0% | 0.01% | 0.0% |
| Q3 2021 | $219,000 | -1.4% | 3,093 | +0.2% | 0.01% | -11.1% |
| Q2 2021 | $222,000 | -27.9% | 3,086 | -31.0% | 0.01% | -47.1% |
| Q1 2021 | $308,000 | +14.5% | 4,470 | +3.5% | 0.02% | +6.2% |
| Q4 2020 | $269,000 | +15.0% | 4,319 | +0.4% | 0.02% | 0.0% |
| Q3 2020 | $234,000 | +4.5% | 4,302 | +0.4% | 0.02% | -5.9% |
| Q2 2020 | $224,000 | -9.3% | 4,284 | -19.9% | 0.02% | -26.1% |
| Q1 2020 | $247,000 | – | 5,346 | – | 0.02% | – |
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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% |