ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,686 | -4.7% | 36 | 0.0% | 0.00% | – |
| Q2 2023 | $2,817 | -93.0% | 36 | -93.4% | 0.00% | -100.0% |
| Q1 2023 | $40,063 | -81.1% | 543 | -81.9% | 0.00% | -85.7% |
| Q4 2022 | $211,772 | +12.0% | 2,998 | -0.7% | 0.01% | 0.0% |
| Q3 2022 | $189,000 | -74.6% | 3,020 | -72.8% | 0.01% | -74.1% |
| Q2 2022 | $743,000 | -21.4% | 11,109 | -10.8% | 0.03% | -15.6% |
| Q1 2022 | $945,000 | -1.6% | 12,459 | -0.9% | 0.03% | -5.9% |
| Q4 2021 | $960,000 | +20.5% | 12,570 | +11.8% | 0.03% | +9.7% |
| Q3 2021 | $797,000 | +175.8% | 11,244 | +179.8% | 0.03% | +181.8% |
| Q2 2021 | $289,000 | -99.5% | 4,019 | -99.5% | 0.01% | -99.6% |
| Q1 2021 | $60,671,000 | +548.8% | 880,571 | +485.6% | 2.60% | +515.8% |
| Q4 2020 | $9,351,000 | -93.4% | 150,359 | -94.2% | 0.42% | -94.0% |
| Q3 2020 | $140,708,000 | +30.2% | 2,591,793 | +25.3% | 7.08% | +17.6% |
| Q2 2020 | $108,030,000 | -29.9% | 2,068,343 | -38.1% | 6.02% | -41.9% |
| Q1 2020 | $154,205,000 | -8.2% | 3,339,210 | +25.2% | 10.36% | +9.6% |
| Q4 2019 | $168,035,000 | +10.3% | 2,666,379 | +1.2% | 9.45% | +3.8% |
| Q3 2019 | $152,292,000 | +4.0% | 2,634,803 | +2.0% | 9.10% | +3.2% |
| Q2 2019 | $146,392,000 | +38.2% | 2,584,154 | +33.8% | 8.82% | +19.9% |
| Q1 2019 | $105,911,000 | +26.4% | 1,931,622 | +13.1% | 7.36% | +9.8% |
| Q4 2018 | $83,803,000 | -58.6% | 1,707,139 | -52.4% | 6.70% | -52.7% |
| Q3 2018 | $202,314,000 | – | 3,588,401 | – | 14.16% | – |
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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% |