ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,395 | -4.7% | 1,519 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $118,927 | +6.4% | 1,519 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $111,818 | +372626.7% | 1,515 | +260.7% | 0.01% | +233.3% |
| Q4 2022 | $30 | -99.9% | 420 | +5.0% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -90.3% | 400 | -89.1% | 0.00% | -88.0% |
| Q1 2022 | $278,000 | 0.0% | 3,660 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $278,000 | +892.9% | 3,644 | +811.0% | 0.02% | +733.3% |
| Q3 2021 | $28,000 | -3.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +12.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 400 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $21,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -28.0% | 400 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $25,000 | +8.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | – | 400 | – | 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% |