ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,484 | -9.8% | 3,464 | -5.4% | 0.03% | -5.7% |
| Q2 2023 | $286,510 | -7.7% | 3,661 | -13.0% | 0.04% | -16.7% |
| Q1 2023 | $310,540 | -5.0% | 4,209 | -9.0% | 0.04% | -8.7% |
| Q4 2022 | $326,734 | -21.3% | 4,626 | -30.2% | 0.05% | -28.1% |
| Q3 2022 | $415,000 | -7.0% | 6,631 | -0.6% | 0.06% | -4.5% |
| Q2 2022 | $446,000 | -13.4% | 6,668 | -1.7% | 0.07% | -5.6% |
| Q1 2022 | $515,000 | -2.3% | 6,782 | -1.8% | 0.07% | 0.0% |
| Q4 2021 | $527,000 | +5.0% | 6,903 | -2.5% | 0.07% | -2.7% |
| Q3 2021 | $502,000 | -2.5% | 7,083 | -2.1% | 0.07% | -5.2% |
| Q2 2021 | $515,000 | +3.4% | 7,232 | 0.0% | 0.08% | -2.5% |
| Q1 2021 | $498,000 | +10.7% | 7,232 | -0.2% | 0.08% | -1.2% |
| Q4 2020 | $450,000 | +19.0% | 7,243 | +3.9% | 0.08% | +5.3% |
| Q3 2020 | $378,000 | 0.0% | 6,968 | -3.7% | 0.08% | -7.3% |
| Q2 2020 | $378,000 | +14.9% | 7,232 | +1.6% | 0.08% | -6.8% |
| Q1 2020 | $329,000 | – | 7,117 | – | 0.09% | – |
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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% |