ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,098,093 | -3.2% | 15,165 | +6.3% | 0.51% | +2.4% |
| Q2 2023 | $1,134,282 | +7.7% | 14,266 | -0.3% | 0.50% | +4.0% |
| Q1 2023 | $1,053,675 | -2.0% | 14,307 | +0.3% | 0.48% | +1.7% |
| Q4 2022 | $1,074,836 | +13.6% | 14,266 | +0.0% | 0.47% | +5.6% |
| Q3 2022 | $946,000 | -6.0% | 14,263 | -4.0% | 0.45% | -3.2% |
| Q2 2022 | $1,006,000 | -11.2% | 14,859 | +0.0% | 0.46% | -0.4% |
| Q1 2022 | $1,133,000 | +6.7% | 14,856 | +3.1% | 0.46% | +3.6% |
| Q4 2021 | $1,062,000 | -5.2% | 14,409 | -2.7% | 0.45% | -0.4% |
| Q3 2021 | $1,120,000 | +8.8% | 14,814 | +2.8% | 0.45% | +1.6% |
| Q2 2021 | $1,029,000 | -3.2% | 14,409 | -3.4% | 0.44% | -6.3% |
| Q1 2021 | $1,063,000 | +12.2% | 14,919 | +0.8% | 0.47% | +1.5% |
| Q4 2020 | $947,000 | -4.5% | 14,807 | -11.7% | 0.47% | -10.4% |
| Q3 2020 | $992,000 | +7.1% | 16,778 | -0.6% | 0.52% | -1.5% |
| Q2 2020 | $926,000 | +12.0% | 16,882 | +6.7% | 0.53% | +3.9% |
| Q1 2020 | $827,000 | -15.0% | 15,828 | +0.9% | 0.51% | -7.3% |
| Q4 2019 | $973,000 | – | 15,683 | – | 0.55% | – |
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% |