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 | $132 | -7.0% | 1,765 | -2.9% | 0.01% | -12.5% |
| Q2 2023 | $142 | -39.8% | 1,818 | -43.0% | 0.01% | -38.5% |
| Q1 2023 | $236 | -92.8% | 3,188 | -93.1% | 0.01% | -93.5% |
| Q4 2022 | $3,270 | -99.9% | 46,298 | +6.3% | 0.20% | +6.4% |
| Q3 2022 | $2,727,000 | -6.8% | 43,565 | -0.4% | 0.19% | -7.4% |
| Q2 2022 | $2,927,000 | -11.8% | 43,760 | +0.1% | 0.20% | -3.3% |
| Q1 2022 | $3,317,000 | +4.6% | 43,716 | +5.3% | 0.21% | +9.4% |
| Q4 2021 | $3,171,000 | +16.2% | 41,529 | +7.9% | 0.19% | +7.3% |
| Q3 2021 | $2,729,000 | +27.3% | 38,499 | +29.3% | 0.18% | +24.3% |
| Q2 2021 | $2,143,000 | +54.0% | 29,783 | +47.4% | 0.14% | +50.0% |
| Q1 2021 | $1,392,000 | +81.0% | 20,200 | +63.3% | 0.10% | +41.2% |
| Q4 2020 | $769,000 | +355.0% | 12,368 | +297.9% | 0.07% | +325.0% |
| Q3 2020 | $169,000 | +4.3% | 3,108 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $162,000 | +12.5% | 3,108 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $144,000 | -26.5% | 3,108 | 0.0% | 0.02% | -5.3% |
| Q4 2019 | $196,000 | 0.0% | 3,108 | -8.5% | 0.02% | -9.5% |
| Q3 2019 | $196,000 | +2.1% | 3,396 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $192,000 | +3.2% | 3,396 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $186,000 | +11.4% | 3,396 | 0.0% | 0.02% | -4.5% |
| Q4 2018 | $167,000 | -99.9% | 3,396 | -50.0% | 0.02% | 0.0% |
| Q3 2018 | $191,657,000 | +105206.0% | 6,792 | +100.0% | 0.02% | 0.0% |
| Q2 2018 | $182,000 | +1.1% | 3,396 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $180,000 | -4.3% | 3,396 | 0.0% | 0.02% | -8.3% |
| Q4 2017 | $188,000 | +5.6% | 3,396 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $178,000 | -99.9% | 3,396 | 0.0% | 0.02% | -4.0% |
| Q2 2017 | $172,992,000 | +0.9% | 3,396 | 0.0% | 0.02% | -7.4% |
| Q1 2017 | $171,430,000 | +102552.7% | 3,396 | 0.0% | 0.03% | -6.9% |
| Q4 2016 | $167,000 | – | 3,396 | – | 0.03% | – |
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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% |