ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,388 | -81.0% | 32 | -80.1% | 0.00% | – |
| Q2 2023 | $12,600 | +324.8% | 161 | +283.3% | 0.00% | – |
| Q4 2022 | $2,966 | -67.0% | 42 | -68.2% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 132 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 132 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | -9.1% | 132 | -13.7% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 153 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 153 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | -82.5% | 153 | -86.8% | 0.00% | -100.0% |
| Q4 2020 | $63,000 | 0.0% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $63,000 | +3.3% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $61,000 | +13.0% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $54,000 | +157.1% | 1,161 | +256.1% | 0.00% | +200.0% |
| Q4 2019 | $21,000 | +10.5% | 326 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $19,000 | +5.6% | 326 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | -14.3% | 326 | -13.5% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | -22.2% | 377 | -31.6% | 0.00% | -50.0% |
| Q4 2018 | $27,000 | +50.0% | 551 | +69.0% | 0.00% | +100.0% |
| Q3 2018 | $18,000 | -14.3% | 326 | -15.1% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | +133.3% | 384 | +122.0% | 0.00% | – |
| Q1 2018 | $9,000 | -10.0% | 173 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $10,000 | +25.0% | 173 | +162.1% | 0.00% | -50.0% |
| Q1 2014 | $8,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $8,000 | +14.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | 0.0% | 66 | 0.0% | 0.00% | -33.3% |
| Q2 2013 | $7,000 | – | 66 | – | 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% |