ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,134 | +18.9% | 101 | -9.0% | 0.00% | -66.7% |
| Q2 2019 | $6,000 | -97.2% | 111 | -93.3% | 0.00% | -97.5% |
| Q1 2016 | $218,000 | +407.0% | 1,647 | +414.7% | 0.12% | +348.1% |
| Q4 2013 | $43,000 | +13.2% | 320 | +7.0% | 0.03% | -6.9% |
| Q3 2013 | $38,000 | +15.2% | 299 | 0.0% | 0.03% | +16.0% |
| Q2 2013 | $33,000 | +32.0% | 299 | +30.6% | 0.02% | -7.4% |
| Q1 2013 | $25,000 | -71.9% | 229 | -75.3% | 0.03% | -75.0% |
| Q4 2012 | $89,000 | – | 929 | – | 0.11% | – |
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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% |