ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,715 | -4.7% | 6,737 | 0.0% | 0.12% | -4.7% |
| Q2 2023 | $527,238 | +6.1% | 6,737 | 0.0% | 0.13% | 0.0% |
| Q1 2023 | $497,056 | +4.5% | 6,737 | 0.0% | 0.13% | -1.5% |
| Q4 2022 | $475,834 | +12.8% | 6,737 | 0.0% | 0.13% | +2.4% |
| Q3 2022 | $422,000 | -6.4% | 6,737 | 0.0% | 0.13% | -4.5% |
| Q2 2022 | $451,000 | -11.7% | 6,737 | 0.0% | 0.13% | -3.6% |
| Q1 2022 | $511,000 | -0.6% | 6,737 | 0.0% | 0.14% | +0.7% |
| Q4 2021 | $514,000 | +7.5% | 6,737 | 0.0% | 0.14% | -9.9% |
| Q3 2021 | $478,000 | -1.4% | 6,737 | 0.0% | 0.15% | +2.7% |
| Q2 2021 | $485,000 | +4.5% | 6,737 | 0.0% | 0.15% | 0.0% |
| Q1 2021 | $464,000 | +10.7% | 6,737 | 0.0% | 0.15% | +14.7% |
| Q4 2020 | $419,000 | +14.5% | 6,737 | 0.0% | 0.13% | -3.0% |
| Q3 2020 | $366,000 | +4.0% | 6,737 | 0.0% | 0.13% | -7.0% |
| Q2 2020 | $352,000 | +6.0% | 6,737 | -6.3% | 0.14% | -12.3% |
| Q1 2020 | $332,000 | -25.4% | 7,191 | +1.7% | 0.16% | -20.1% |
| Q4 2019 | $445,000 | +8.8% | 7,069 | 0.0% | 0.20% | +0.5% |
| Q3 2019 | $409,000 | +2.2% | 7,069 | 0.0% | 0.20% | -15.4% |
| Q2 2019 | $400,000 | +3.1% | 7,069 | 0.0% | 0.24% | -1.2% |
| Q1 2019 | $388,000 | +11.8% | 7,069 | 0.0% | 0.24% | -7.6% |
| Q4 2018 | $347,000 | -12.8% | 7,069 | 0.0% | 0.26% | -1.5% |
| Q3 2018 | $398,000 | +5.0% | 7,069 | 0.0% | 0.27% | -6.3% |
| Q2 2018 | $379,000 | +0.8% | 7,069 | 0.0% | 0.28% | -6.9% |
| Q1 2018 | $376,000 | -4.1% | 7,069 | 0.0% | 0.31% | -22.9% |
| Q4 2017 | $392,000 | – | 7,069 | – | 0.40% | – |
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% |