ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,137,619 | -5.0% | 457,486 | -0.4% | 0.29% | -3.9% |
| Q2 2023 | $35,934,171 | +30.8% | 459,164 | +23.3% | 0.30% | +10.5% |
| Q1 2023 | $27,469,766 | +8.2% | 372,320 | +3.6% | 0.28% | -1.8% |
| Q4 2022 | $25,377,281 | +16.1% | 359,299 | +3.0% | 0.28% | +1.8% |
| Q3 2022 | $21,850,000 | -4.9% | 348,984 | +1.6% | 0.28% | -12.1% |
| Q2 2022 | $22,972,000 | -32.4% | 343,488 | -23.3% | 0.31% | -27.5% |
| Q1 2022 | $33,991,000 | +17.1% | 448,023 | +17.8% | 0.43% | +5.1% |
| Q4 2021 | $29,036,000 | +9.1% | 380,350 | +1.3% | 0.41% | -7.2% |
| Q3 2021 | $26,614,000 | +0.1% | 375,474 | +1.6% | 0.44% | -9.6% |
| Q2 2021 | $26,587,000 | +5.0% | 369,474 | +0.6% | 0.49% | -5.6% |
| Q1 2021 | $25,316,000 | +15.8% | 367,431 | +4.6% | 0.52% | -9.2% |
| Q4 2020 | $21,854,000 | +14.0% | 351,413 | -0.5% | 0.57% | -0.7% |
| Q3 2020 | $19,168,000 | +2.0% | 353,069 | -1.8% | 0.58% | -0.3% |
| Q2 2020 | $18,787,000 | +25.9% | 359,688 | +11.3% | 0.58% | +16.7% |
| Q1 2020 | $14,918,000 | +5.6% | 323,033 | +44.2% | 0.50% | 0.0% |
| Q4 2019 | $14,121,000 | +9.4% | 224,079 | +0.4% | 0.50% | +0.8% |
| Q3 2019 | $12,903,000 | +7.6% | 223,232 | +5.5% | 0.49% | +5.1% |
| Q2 2019 | $11,992,000 | +6.2% | 211,681 | +2.8% | 0.47% | -4.3% |
| Q1 2019 | $11,295,000 | +15.1% | 206,001 | +3.0% | 0.49% | +0.8% |
| Q4 2018 | $9,817,000 | +327133.3% | 199,982 | +327739.3% | 0.48% | – |
| Q3 2018 | $3,000 | -100.0% | 61 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $24,970,000 | +416066.7% | 465,172 | +430614.8% | 1.20% | – |
| Q3 2017 | $6,000 | – | 108 | – | 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% |