ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,188 | -4.7% | 1,007 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $78,856 | +6.5% | 1,007 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $74,071 | -3.2% | 1,003 | -7.4% | 0.01% | -16.7% |
| Q4 2022 | $76,496 | +0.7% | 1,083 | -11.4% | 0.01% | 0.0% |
| Q3 2022 | $76,000 | +7.0% | 1,223 | +14.5% | 0.01% | -14.3% |
| Q2 2022 | $71,000 | -16.5% | 1,068 | -5.2% | 0.01% | 0.0% |
| Q1 2022 | $85,000 | 0.0% | 1,127 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $85,000 | -6.6% | 1,122 | -12.9% | 0.01% | -12.5% |
| Q3 2021 | $91,000 | -21.6% | 1,288 | -20.4% | 0.01% | -33.3% |
| Q2 2021 | $116,000 | +4.5% | 1,619 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $111,000 | +8.8% | 1,614 | -1.8% | 0.01% | -7.7% |
| Q4 2020 | $102,000 | -2.9% | 1,644 | -15.0% | 0.01% | -13.3% |
| Q3 2020 | $105,000 | -24.5% | 1,935 | -27.7% | 0.02% | -31.8% |
| Q2 2020 | $139,000 | +4533.3% | 2,676 | +3375.3% | 0.02% | +2100.0% |
| Q1 2020 | $3,000 | -25.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | -63.6% | 77 | -61.3% | 0.00% | -50.0% |
| Q3 2019 | $11,000 | – | 199 | – | 0.00% | – |
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% |