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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,965 | -3.1% | 200,543 | +1.7% | 0.09% | -5.4% |
| Q2 2023 | $15,438 | -13.1% | 197,271 | -18.0% | 0.09% | -18.6% |
| Q1 2023 | $17,758 | +30.6% | 240,685 | +25.0% | 0.11% | +21.5% |
| Q4 2022 | $13,598 | -99.9% | 192,531 | +1.6% | 0.09% | +3.3% |
| Q3 2022 | $11,864,000 | +10492.9% | 189,494 | +11179.4% | 0.09% | +8900.0% |
| Q2 2022 | $112,000 | -11.8% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $127,000 | -0.8% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $128,000 | +7.6% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $119,000 | -1.7% | 1,680 | -0.1% | 0.00% | 0.0% |
| Q2 2021 | $121,000 | +4.3% | 1,681 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $116,000 | +10.5% | 1,680 | -0.5% | 0.00% | 0.0% |
| Q4 2020 | $105,000 | +15.4% | 1,688 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $91,000 | +3.4% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $88,000 | +12.8% | 1,680 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $78,000 | – | 1,680 | – | 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% |