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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $862,587 | -23.2% | 11,691 | -26.5% | 0.01% | -20.0% |
| Q4 2022 | $1,123,158 | +13.2% | 15,902 | +0.4% | 0.02% | +7.1% |
| Q3 2022 | $992,000 | -6.9% | 15,833 | -0.7% | 0.01% | -12.5% |
| Q2 2022 | $1,066,000 | -11.8% | 15,938 | -0.0% | 0.02% | 0.0% |
| Q1 2022 | $1,209,000 | +38.8% | 15,940 | +39.7% | 0.02% | +14.3% |
| Q4 2021 | $871,000 | +101.6% | 11,408 | +86.6% | 0.01% | +133.3% |
| Q3 2021 | $432,000 | -49.7% | 6,112 | -48.9% | 0.01% | -45.5% |
| Q2 2021 | $859,000 | +23.8% | 11,953 | +18.5% | 0.01% | +10.0% |
| Q1 2021 | $694,000 | +9.3% | 10,090 | -1.3% | 0.01% | +11.1% |
| Q4 2020 | $635,000 | +714.1% | 10,222 | +608.9% | 0.01% | +800.0% |
| Q3 2020 | $78,000 | +5.4% | 1,442 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $74,000 | – | 1,425 | – | 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% |