ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,208 | -4.5% | 217,210 | +0.2% | 1.38% | -2.2% |
| Q2 2023 | $16,963 | +8.5% | 216,754 | +2.3% | 1.41% | -17.8% |
| Q1 2023 | $15,638 | +4.5% | 211,948 | +0.1% | 1.72% | -4.4% |
| Q4 2022 | $14,959 | -99.9% | 211,791 | +12.3% | 1.80% | +17.7% |
| Q3 2022 | $11,805,000 | +299.1% | 188,542 | +326.4% | 1.53% | +323.9% |
| Q2 2022 | $2,958,000 | +2028.1% | 44,222 | +2313.9% | 0.36% | +2471.4% |
| Q1 2022 | $139,000 | – | 1,832 | – | 0.01% | – |
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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% |