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 | $3,701,973 | -5.2% | 49,611 | -0.6% | 0.84% | -1.6% |
Q2 2023 | $3,905,957 | -9.9% | 49,910 | -15.1% | 0.86% | -14.3% |
Q1 2023 | $4,336,420 | -10.5% | 58,775 | -14.3% | 1.00% | -15.5% |
Q4 2022 | $4,843,947 | +4.3% | 68,582 | -7.6% | 1.18% | -1.2% |
Q3 2022 | $4,646,000 | -8.2% | 74,211 | -2.0% | 1.20% | -12.3% |
Q2 2022 | $5,062,000 | -14.4% | 75,690 | -2.9% | 1.36% | -16.8% |
Q1 2022 | $5,912,000 | +0.9% | 77,927 | +1.5% | 1.64% | +7.6% |
Q4 2021 | $5,861,000 | +2.1% | 76,774 | -5.2% | 1.52% | -3.9% |
Q3 2021 | $5,741,000 | -8.9% | 80,999 | -7.5% | 1.58% | -5.0% |
Q2 2021 | $6,300,000 | -16.5% | 87,542 | -20.1% | 1.67% | -29.6% |
Q1 2021 | $7,545,000 | +84.3% | 109,500 | +66.3% | 2.37% | +69.0% |
Q4 2020 | $4,094,000 | +159.6% | 65,836 | +126.7% | 1.40% | +102.7% |
Q3 2020 | $1,577,000 | +1059.6% | 29,043 | +889.5% | 0.69% | +917.6% |
Q1 2020 | $136,000 | +32.0% | 2,935 | +79.5% | 0.07% | +88.9% |
Q4 2019 | $103,000 | +30.4% | 1,635 | +19.5% | 0.04% | +24.1% |
Q3 2019 | $79,000 | +2.6% | 1,368 | 0.0% | 0.03% | -3.3% |
Q2 2019 | $77,000 | – | 1,368 | – | 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% |