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 | $255,249 | -3.2% | 3,401 | +0.9% | 0.03% | 0.0% |
| Q2 2023 | $263,737 | +6.1% | 3,370 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $248,639 | -0.7% | 3,370 | -4.9% | 0.03% | -3.1% |
| Q4 2022 | $250,383 | +12.3% | 3,545 | -0.4% | 0.03% | +3.2% |
| Q3 2022 | $223,000 | -6.3% | 3,560 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $238,000 | -11.9% | 3,560 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $270,000 | -0.7% | 3,560 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $272,000 | +7.9% | 3,560 | 0.0% | 0.03% | -3.0% |
| Q3 2021 | $252,000 | -7.4% | 3,560 | -5.8% | 0.03% | -13.2% |
| Q2 2021 | $272,000 | +4.6% | 3,780 | 0.0% | 0.04% | -5.0% |
| Q1 2021 | $260,000 | -10.0% | 3,780 | -18.8% | 0.04% | -18.4% |
| Q4 2020 | $289,000 | +7.0% | 4,655 | -6.2% | 0.05% | -7.5% |
| Q3 2020 | $270,000 | +8.9% | 4,965 | +4.4% | 0.05% | 0.0% |
| Q2 2020 | $248,000 | +3.3% | 4,755 | -8.4% | 0.05% | -15.9% |
| Q1 2020 | $240,000 | -30.8% | 5,192 | -5.8% | 0.06% | -13.7% |
| Q4 2019 | $347,000 | +14.1% | 5,512 | +5.0% | 0.07% | +2.8% |
| Q3 2019 | $304,000 | +0.3% | 5,252 | -1.7% | 0.07% | -4.1% |
| Q2 2019 | $303,000 | +4.8% | 5,345 | +1.5% | 0.07% | 0.0% |
| Q1 2019 | $289,000 | +5.5% | 5,265 | -1.9% | 0.07% | -5.1% |
| Q4 2018 | $274,000 | -52.1% | 5,365 | -48.3% | 0.08% | 0.0% |
| Q3 2018 | $572,000 | +124.3% | 10,380 | +118.3% | 0.08% | +8.3% |
| Q2 2018 | $255,000 | +20.3% | 4,755 | +19.2% | 0.07% | +14.3% |
| Q1 2018 | $212,000 | – | 3,990 | – | 0.06% | – |
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% |