ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,167 | -11.6% | 940,318 | -7.3% | 0.43% | -12.2% |
| Q2 2023 | $79,373 | -5.1% | 1,014,224 | -10.5% | 0.49% | -13.3% |
| Q1 2023 | $83,611 | +9.1% | 1,133,245 | +4.5% | 0.56% | +0.2% |
| Q4 2022 | $76,619 | -99.9% | 1,084,795 | +31.3% | 0.56% | +37.2% |
| Q3 2022 | $51,724,000 | +9.0% | 826,137 | +16.5% | 0.41% | +12.0% |
| Q2 2022 | $47,434,000 | +76.4% | 709,235 | +100.1% | 0.37% | +92.1% |
| Q1 2022 | $26,886,000 | +143.8% | 354,374 | +145.3% | 0.19% | +144.9% |
| Q4 2021 | $11,028,000 | +83.6% | 144,461 | +73.1% | 0.08% | +62.5% |
| Q2 2021 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $6,005,000 | -15.2% | 83,451 | -42.2% | 0.05% | -72.9% |
| Q4 2018 | $7,085,000 | -1.3% | 144,320 | +13.3% | 0.18% | -3.3% |
| Q3 2018 | $7,181,000 | +56.4% | 127,363 | +48.9% | 0.18% | +21.2% |
| Q2 2018 | $4,590,000 | +611.6% | 85,510 | +604.7% | 0.15% | +480.8% |
| Q1 2018 | $645,000 | -0.2% | 12,134 | +4.1% | 0.03% | -10.3% |
| Q4 2017 | $646,000 | +22.6% | 11,653 | +15.7% | 0.03% | +16.0% |
| Q3 2017 | $527,000 | -31.5% | 10,075 | -33.3% | 0.02% | -35.9% |
| Q2 2017 | $769,000 | +25533.3% | 15,106 | +23877.8% | 0.04% | – |
| Q1 2017 | $3,000 | – | 63 | – | 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% |