ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,150,743 | -3.4% | 109,230 | +1.3% | 0.01% | -6.7% |
| Q2 2023 | $8,438,776 | +640.2% | 107,830 | +492.5% | 0.02% | +650.0% |
| Q3 2022 | $1,140,000 | -37.3% | 18,200 | -33.1% | 0.00% | 0.0% |
| Q2 2022 | $1,819,000 | -22.3% | 27,200 | -11.8% | 0.00% | 0.0% |
| Q1 2022 | $2,340,000 | -0.6% | 30,840 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,355,000 | +7.7% | 30,840 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,186,000 | -1.5% | 30,840 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,219,000 | +15.9% | 30,840 | +10.9% | 0.00% | 0.0% |
| Q1 2021 | $1,915,000 | +212.4% | 27,800 | +182.3% | 0.00% | +100.0% |
| Q4 2020 | $613,000 | -14.7% | 9,849 | -25.6% | 0.00% | 0.0% |
| Q3 2020 | $719,000 | -34.0% | 13,240 | -23.4% | 0.00% | 0.0% |
| Q4 2019 | $1,090,000 | -80.4% | 17,293 | -84.7% | 0.00% | -83.3% |
| Q4 2018 | $5,565,000 | +1467.6% | 113,361 | +1470.5% | 0.01% | – |
| Q4 2016 | $355,000 | -83.3% | 7,218 | -56.7% | 0.00% | -100.0% |
| Q4 2015 | $2,122,000 | +393.5% | 16,656 | +371.2% | 0.00% | +100.0% |
| Q3 2015 | $430,000 | +110.8% | 3,535 | +136.0% | 0.00% | – |
| Q4 2014 | $204,000 | -0.5% | 1,498 | -10.0% | 0.00% | – |
| Q4 2013 | $205,000 | – | 1,664 | – | 0.00% | – |
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% |