Vident Investment Advisory, LLC - ISHARES TR ownership

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
Vident Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$11,429,559
+15.3%
146,046
+8.7%
0.39%
+22.4%
Q1 2023$9,915,957
+170.8%
134,399
+159.3%
0.32%
+133.3%
Q4 2022$3,661,23451,837
+128.1%
0.14%
Q3 2022$0
-100.0%
22,724
-16.2%
0.00%
-100.0%
Q2 2022$1,814,000
+131.1%
27,125
+162.6%
0.05%
+170.0%
Q1 2022$785,000
+33.5%
10,330
+34.1%
0.02%
+33.3%
Q4 2021$588,0007,7030.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders