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 | $535,148 | +37.5% | 7,172 | +44.2% | 0.39% | +36.3% |
| Q2 2023 | $389,315 | -14.3% | 4,975 | -19.2% | 0.29% | +6.6% |
| Q1 2023 | $454,048 | +11.0% | 6,154 | +6.2% | 0.27% | -22.6% |
| Q4 2022 | $409,181 | +34.2% | 5,793 | +44.3% | 0.35% | +80.4% |
| Q1 2022 | $305,000 | +1.7% | 4,015 | +2.1% | 0.19% | +9.6% |
| Q4 2021 | $300,000 | +23.5% | 3,934 | +14.6% | 0.18% | +12.7% |
| Q3 2021 | $243,000 | -51.9% | 3,432 | -51.1% | 0.16% | -43.3% |
| Q2 2021 | $505,000 | +16.6% | 7,013 | +11.5% | 0.28% | +7.4% |
| Q1 2021 | $433,000 | +74.6% | 6,290 | +230.0% | 0.26% | -7.5% |
| Q3 2014 | $248,000 | -20.5% | 1,906 | -19.3% | 0.28% | -17.9% |
| Q2 2014 | $312,000 | – | 2,361 | – | 0.34% | – |
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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% |