ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $476 | -99.9% | 6,746 | -1.0% | 0.02% | 0.0% |
| Q3 2022 | $427,000 | -3.6% | 6,813 | +2.8% | 0.02% | 0.0% |
| Q2 2022 | $443,000 | -12.1% | 6,628 | -0.2% | 0.02% | 0.0% |
| Q1 2022 | $504,000 | +3.7% | 6,644 | +4.4% | 0.02% | +7.1% |
| Q4 2021 | $486,000 | -23.8% | 6,365 | -29.3% | 0.01% | -30.0% |
| Q3 2021 | $638,000 | -1.1% | 9,005 | +0.4% | 0.02% | -4.8% |
| Q2 2021 | $645,000 | +4.7% | 8,968 | +0.3% | 0.02% | -4.5% |
| Q1 2021 | $616,000 | +10.4% | 8,944 | -0.3% | 0.02% | 0.0% |
| Q4 2020 | $558,000 | +17.5% | 8,971 | +2.5% | 0.02% | +4.8% |
| Q3 2020 | $475,000 | +4.4% | 8,752 | +0.6% | 0.02% | -4.5% |
| Q2 2020 | $455,000 | +13.8% | 8,704 | +0.4% | 0.02% | 0.0% |
| Q1 2020 | $400,000 | -26.3% | 8,669 | +0.7% | 0.02% | -12.0% |
| Q4 2019 | $543,000 | +5.0% | 8,610 | -3.7% | 0.02% | -7.4% |
| Q3 2019 | $517,000 | +6.2% | 8,939 | +4.0% | 0.03% | +3.8% |
| Q2 2019 | $487,000 | +12.0% | 8,598 | +8.5% | 0.03% | +4.0% |
| Q1 2019 | $435,000 | -6.2% | 7,925 | -16.2% | 0.02% | -16.7% |
| Q4 2018 | $464,000 | -12.1% | 9,462 | +1.0% | 0.03% | -6.2% |
| Q3 2018 | $528,000 | +5.6% | 9,365 | +0.5% | 0.03% | 0.0% |
| Q2 2018 | $500,000 | +1.0% | 9,319 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $495,000 | -3.7% | 9,319 | +0.5% | 0.03% | -5.9% |
| Q4 2017 | $514,000 | +6.9% | 9,276 | +0.9% | 0.03% | +3.0% |
| Q3 2017 | $481,000 | +14.5% | 9,196 | +11.6% | 0.03% | +3.1% |
| Q2 2017 | $420,000 | – | 8,242 | – | 0.03% | – |
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% |