ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $56,506,000 | +7.7% | 740,195 | 0.0% | 33.75% | +8.4% |
| Q3 2021 | $52,465,000 | -1.5% | 740,195 | 0.0% | 31.12% | +47.4% |
| Q2 2021 | $53,264,000 | +4.4% | 740,195 | 0.0% | 21.11% | +21.8% |
| Q1 2021 | $50,999,000 | +12.9% | 740,195 | +1.9% | 17.32% | +10.0% |
| Q4 2020 | $45,175,000 | -51.2% | 726,403 | -57.4% | 15.75% | -63.2% |
| Q3 2020 | $92,621,000 | +293.6% | 1,706,039 | +234.8% | 42.86% | +62.1% |
| Q1 2020 | $23,531,000 | -59.3% | 509,549 | -44.5% | 26.44% | -44.4% |
| Q4 2019 | $57,835,000 | +384.3% | 917,728 | +333.3% | 47.57% | +262.0% |
| Q3 2018 | $11,942,000 | -81.0% | 211,818 | -81.9% | 13.14% | -70.2% |
| Q2 2018 | $62,796,000 | +23.0% | 1,169,820 | +21.7% | 44.13% | +81.7% |
| Q1 2018 | $51,067,000 | – | 961,353 | – | 24.29% | – |
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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% |