ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,304,272 | -4.4% | 17,479 | +0.2% | 0.22% | -1.8% |
| Q2 2023 | $1,364,843 | +6.7% | 17,440 | +0.6% | 0.22% | -2.6% |
| Q1 2023 | $1,279,541 | +5.2% | 17,343 | +0.7% | 0.23% | -3.0% |
| Q4 2022 | $1,216,619 | +66.4% | 17,225 | +47.6% | 0.23% | +51.9% |
| Q3 2022 | $731,000 | +34.4% | 11,671 | +43.5% | 0.15% | +32.8% |
| Q2 2022 | $544,000 | -16.3% | 8,134 | -5.1% | 0.12% | -4.9% |
| Q1 2022 | $650,000 | +2.5% | 8,568 | +3.1% | 0.12% | 0.0% |
| Q4 2021 | $634,000 | +8.2% | 8,311 | +0.5% | 0.12% | +1.7% |
| Q3 2021 | $586,000 | +2.1% | 8,269 | +3.6% | 0.12% | -7.0% |
| Q2 2021 | $574,000 | +4.7% | 7,980 | +0.4% | 0.13% | -3.7% |
| Q1 2021 | $548,000 | +11.4% | 7,951 | +0.5% | 0.13% | +8.1% |
| Q4 2020 | $492,000 | +21.5% | 7,911 | +6.1% | 0.12% | -15.1% |
| Q3 2020 | $405,000 | +4.7% | 7,454 | +0.7% | 0.15% | -2.7% |
| Q2 2020 | $387,000 | – | 7,400 | – | 0.15% | – |
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% |