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 | $3,718,374 | -4.5% | 49,831 | +0.2% | 0.82% | -1.1% |
| Q2 2023 | $3,893,889 | +0.2% | 49,756 | -5.6% | 0.83% | -4.6% |
| Q1 2023 | $3,887,716 | +4.9% | 52,693 | +0.5% | 0.87% | -0.5% |
| Q4 2022 | $3,704,916 | +5.7% | 52,455 | -6.3% | 0.87% | -0.6% |
| Q3 2022 | $3,506,000 | -6.4% | 55,993 | -0.0% | 0.88% | -2.6% |
| Q2 2022 | $3,745,000 | -11.5% | 55,995 | +0.4% | 0.90% | +1.6% |
| Q1 2022 | $4,231,000 | -1.4% | 55,762 | -0.8% | 0.88% | +4.9% |
| Q4 2021 | $4,292,000 | +3.0% | 56,220 | -4.4% | 0.84% | -1.3% |
| Q3 2021 | $4,168,000 | -8.3% | 58,810 | -6.9% | 0.86% | -9.0% |
| Q2 2021 | $4,545,000 | +4.3% | 63,155 | -0.1% | 0.94% | -0.3% |
| Q1 2021 | $4,356,000 | +10.5% | 63,220 | -0.2% | 0.94% | -1.6% |
| Q4 2020 | $3,941,000 | +12.9% | 63,367 | -1.5% | 0.96% | -6.1% |
| Q3 2020 | $3,491,000 | +4.6% | 64,301 | +0.7% | 1.02% | -3.2% |
| Q2 2020 | $3,336,000 | +14.7% | 63,869 | +1.4% | 1.05% | -3.9% |
| Q1 2020 | $2,908,000 | -26.8% | 62,973 | -0.1% | 1.10% | -8.7% |
| Q4 2019 | $3,974,000 | +8.4% | 63,053 | -0.6% | 1.20% | -4.4% |
| Q3 2019 | $3,667,000 | +2.0% | 63,436 | 0.0% | 1.26% | -1.5% |
| Q2 2019 | $3,594,000 | +3.1% | 63,436 | -0.2% | 1.28% | +0.9% |
| Q1 2019 | $3,486,000 | +4.6% | 63,576 | -6.4% | 1.26% | -7.7% |
| Q4 2018 | $3,334,000 | -11.8% | 67,916 | +1.2% | 1.37% | +7.0% |
| Q3 2018 | $3,782,000 | +5.6% | 67,078 | +0.6% | 1.28% | +2.4% |
| Q2 2018 | $3,580,000 | +1.1% | 66,686 | 0.0% | 1.25% | -1.5% |
| Q1 2018 | $3,542,000 | -5.3% | 66,686 | -1.2% | 1.27% | -5.8% |
| Q4 2017 | $3,741,000 | +3.9% | 67,530 | -1.8% | 1.35% | -0.2% |
| Q3 2017 | $3,601,000 | +0.9% | 68,778 | -1.9% | 1.35% | -2.2% |
| Q2 2017 | $3,570,000 | -1.2% | 70,086 | -2.1% | 1.38% | -3.6% |
| Q1 2017 | $3,615,000 | +3.2% | 71,607 | +0.4% | 1.43% | -0.6% |
| Q4 2016 | $3,504,000 | +7.2% | 71,306 | +0.6% | 1.44% | +5.9% |
| Q3 2016 | $3,269,000 | +2.8% | 70,903 | +199.3% | 1.36% | -1.5% |
| Q2 2016 | $3,180,000 | +3.7% | 23,687 | -0.6% | 1.38% | +1.4% |
| Q1 2016 | $3,067,000 | +2.3% | 23,826 | +1.3% | 1.36% | 0.0% |
| Q4 2015 | $2,997,000 | +5.3% | 23,524 | +0.5% | 1.36% | +2.0% |
| Q3 2015 | $2,845,000 | -9.6% | 23,397 | +0.2% | 1.33% | -6.1% |
| Q2 2015 | $3,148,000 | +0.4% | 23,355 | +0.5% | 1.42% | -2.4% |
| Q1 2015 | $3,135,000 | -0.6% | 23,233 | +0.5% | 1.45% | -8.5% |
| Q4 2014 | $3,155,000 | +5.2% | 23,114 | +0.5% | 1.59% | -0.7% |
| Q3 2014 | $2,999,000 | -1.2% | 23,005 | +0.4% | 1.60% | -2.3% |
| Q2 2014 | $3,036,000 | +4.5% | 22,906 | -0.4% | 1.64% | -1.8% |
| Q1 2014 | $2,905,000 | +2.4% | 23,002 | 0.0% | 1.67% | -3.5% |
| Q4 2013 | $2,838,000 | +10.4% | 23,002 | +1.0% | 1.73% | +3.3% |
| Q3 2013 | $2,571,000 | +3.2% | 22,763 | +0.0% | 1.67% | -2.2% |
| Q2 2013 | $2,491,000 | – | 22,762 | – | 1.71% | – |
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% |