ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $215,427 | -7.3% | 2,887 | -2.8% | 0.12% | +6.3% |
Q2 2023 | $232,432 | +2.5% | 2,970 | -3.4% | 0.11% | -0.9% |
Q1 2023 | $226,725 | +11.3% | 3,073 | +6.5% | 0.11% | +10.9% |
Q4 2022 | $203,767 | -0.1% | 2,885 | -5.2% | 0.10% | -1.9% |
Q2 2022 | $204,000 | -16.7% | 3,044 | -5.8% | 0.10% | -1.9% |
Q1 2022 | $245,000 | -13.7% | 3,232 | -13.1% | 0.10% | -9.5% |
Q4 2021 | $284,000 | +7.2% | 3,719 | -0.6% | 0.12% | -3.3% |
Q3 2021 | $265,000 | -4.3% | 3,743 | -2.7% | 0.12% | -2.4% |
Q2 2021 | $277,000 | +4.5% | 3,845 | 0.0% | 0.12% | +0.8% |
Q1 2021 | $265,000 | – | 3,845 | – | 0.12% | – |
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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% |