ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,841 | -80.9% | 1,928 | -83.0% | 0.01% | -64.7% |
| Q2 2023 | $751,989 | -31.3% | 11,368 | -43.9% | 0.02% | -64.6% |
| Q1 2023 | $1,094,910 | +81185.1% | 20,261 | -17.7% | 0.05% | +33.3% |
| Q4 2022 | $1,347 | -99.9% | 24,628 | -2.7% | 0.04% | 0.0% |
| Q3 2022 | $1,382,000 | -2.6% | 25,308 | -2.6% | 0.04% | -20.0% |
| Q2 2022 | $1,419,000 | -39.4% | 25,989 | -39.2% | 0.04% | +55.2% |
| Q1 2022 | $2,340,000 | +300.0% | 42,725 | +460.9% | 0.03% | +163.6% |
| Q4 2021 | $585,000 | +21.4% | 7,617 | +13.7% | 0.01% | +10.0% |
| Q3 2021 | $482,000 | +12.6% | 6,702 | +12.8% | 0.01% | +11.1% |
| Q2 2021 | $428,000 | -45.8% | 5,944 | -48.2% | 0.01% | -40.0% |
| Q1 2021 | $790,000 | +169.6% | 11,467 | +142.3% | 0.02% | +25.0% |
| Q4 2020 | $293,000 | +7.7% | 4,733 | -5.4% | 0.01% | -25.0% |
| Q3 2020 | $272,000 | -26.1% | 5,003 | -29.7% | 0.02% | -44.8% |
| Q2 2020 | $368,000 | -40.2% | 7,117 | -45.6% | 0.03% | -53.2% |
| Q1 2020 | $615,000 | -71.5% | 13,084 | -61.8% | 0.06% | -61.7% |
| Q4 2019 | $2,156,000 | +502.2% | 34,252 | +444.9% | 0.16% | +575.0% |
| Q3 2019 | $358,000 | +90.4% | 6,286 | +80.0% | 0.02% | -7.7% |
| Q1 2019 | $188,000 | -77.9% | 3,492 | -80.0% | 0.03% | -50.0% |
| Q4 2018 | $849,000 | -61.9% | 17,434 | -55.9% | 0.05% | -42.9% |
| Q3 2018 | $2,227,000 | -28.1% | 39,500 | -31.6% | 0.09% | -30.0% |
| Q2 2018 | $3,099,000 | +10.6% | 57,736 | +14.1% | 0.13% | +2.4% |
| Q1 2018 | $2,802,000 | 0.0% | 50,582 | 0.0% | 0.13% | 0.0% |
| Q4 2017 | $2,802,000 | +10.8% | 50,582 | +4.8% | 0.13% | +27.0% |
| Q3 2017 | $2,528,000 | -2.2% | 48,288 | -4.9% | 0.10% | -9.1% |
| Q2 2017 | $2,586,000 | +29.5% | 50,764 | +28.3% | 0.11% | +26.4% |
| Q1 2017 | $1,997,000 | +973.7% | 39,558 | +946.8% | 0.09% | +866.7% |
| Q4 2016 | $186,000 | +69.1% | 3,779 | +58.9% | 0.01% | +50.0% |
| Q3 2016 | $110,000 | +22.2% | 2,378 | +253.3% | 0.01% | +20.0% |
| Q2 2016 | $90,000 | -52.1% | 673 | -80.7% | 0.01% | -80.8% |
| Q1 2016 | $188,000 | – | 3,492 | – | 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% |