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 | $7,747,958 | +7.5% | 103,832 | +12.7% | 0.14% | +6.2% |
| Q2 2023 | $7,210,687 | +4.8% | 92,138 | -1.2% | 0.13% | 0.0% |
| Q1 2023 | $6,882,018 | -6.2% | 93,278 | -10.2% | 0.13% | -13.3% |
| Q4 2022 | $7,336,423 | +412.7% | 103,871 | +354.6% | 0.15% | +368.8% |
| Q3 2022 | $1,431,000 | -9.4% | 22,850 | -3.3% | 0.03% | -3.0% |
| Q2 2022 | $1,580,000 | -34.0% | 23,628 | -25.1% | 0.03% | -21.4% |
| Q1 2022 | $2,395,000 | +2.4% | 31,562 | +3.0% | 0.04% | 0.0% |
| Q4 2021 | $2,338,000 | +5.6% | 30,629 | -1.9% | 0.04% | +5.0% |
| Q3 2021 | $2,214,000 | -11.3% | 31,230 | -10.0% | 0.04% | -16.7% |
| Q2 2021 | $2,497,000 | +232.0% | 34,700 | +126.6% | 0.05% | +45.5% |
| Q4 2018 | $752,000 | – | 15,314 | – | 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% |