ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,638 | -4.7% | 3,587 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $280,693 | +6.5% | 3,587 | +0.4% | 0.04% | +4.8% |
| Q1 2023 | $263,662 | +5.0% | 3,574 | +0.5% | 0.04% | +5.0% |
| Q4 2022 | $251,179 | +13.7% | 3,556 | +0.6% | 0.04% | +5.3% |
| Q3 2022 | $221,000 | -6.0% | 3,535 | +0.7% | 0.04% | -2.6% |
| Q2 2022 | $235,000 | -11.3% | 3,509 | +0.4% | 0.04% | -4.9% |
| Q1 2022 | $265,000 | 0.0% | 3,494 | +0.5% | 0.04% | -12.8% |
| Q4 2021 | $265,000 | +8.2% | 3,477 | +0.5% | 0.05% | +11.9% |
| Q3 2021 | $245,000 | -0.8% | 3,459 | +0.6% | 0.04% | +7.7% |
| Q2 2021 | $247,000 | +4.7% | 3,438 | +0.4% | 0.04% | 0.0% |
| Q1 2021 | $236,000 | +11.3% | 3,426 | +0.5% | 0.04% | +8.3% |
| Q4 2020 | $212,000 | -49.6% | 3,409 | -49.0% | 0.04% | -50.0% |
| Q4 2019 | $421,000 | +9.1% | 6,686 | 0.0% | 0.07% | +16.1% |
| Q3 2019 | $386,000 | – | 6,686 | – | 0.06% | – |
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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% |