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 | $1,280 | -99.9% | 17,150 | -0.3% | 0.79% | +9.9% |
| Q2 2023 | $1,345,692 | +7.3% | 17,195 | +1.2% | 0.72% | +3.3% |
| Q1 2023 | $1,253,744 | +9.8% | 16,993 | +5.1% | 0.70% | 0.0% |
| Q4 2022 | $1,141,616 | +14.4% | 16,163 | +1.4% | 0.70% | +19.2% |
| Q3 2022 | $998,000 | -5.8% | 15,939 | +0.5% | 0.58% | +1.0% |
| Q2 2022 | $1,060,000 | -12.3% | 15,853 | -0.5% | 0.58% | +0.7% |
| Q1 2022 | $1,209,000 | -1.4% | 15,933 | -0.8% | 0.57% | +1.2% |
| Q4 2021 | $1,226,000 | +10.6% | 16,056 | +2.7% | 0.57% | +3.8% |
| Q3 2021 | $1,108,000 | -3.1% | 15,637 | -0.5% | 0.55% | -0.4% |
| Q2 2021 | $1,144,000 | +6.9% | 15,708 | +1.2% | 0.55% | +0.6% |
| Q1 2021 | $1,070,000 | +15.3% | 15,523 | +4.0% | 0.54% | +7.3% |
| Q4 2020 | $928,000 | +18.1% | 14,926 | +3.1% | 0.51% | +5.0% |
| Q3 2020 | $786,000 | +9.8% | 14,471 | +5.6% | 0.48% | +5.7% |
| Q2 2020 | $716,000 | +12.6% | 13,709 | -0.4% | 0.46% | -1.9% |
| Q1 2020 | $636,000 | -16.0% | 13,764 | +14.6% | 0.47% | +2.2% |
| Q4 2019 | $757,000 | – | 12,014 | – | 0.46% | – |
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% |