ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,389 | -4.7% | 3,985 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $311,896 | +6.2% | 3,985 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $293,734 | +3.8% | 3,981 | -0.6% | 0.01% | -14.3% |
| Q4 2022 | $282,920 | -7.8% | 4,006 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $307,000 | +39.5% | 4,040 | +39.9% | 0.01% | +40.0% |
| Q4 2021 | $220,000 | +2.3% | 2,888 | -4.7% | 0.01% | -9.1% |
| Q3 2021 | $215,000 | -11.2% | 3,030 | -10.0% | 0.01% | -15.4% |
| Q2 2021 | $242,000 | +21.0% | 3,368 | +16.1% | 0.01% | +8.3% |
| Q1 2021 | $200,000 | – | 2,900 | – | 0.01% | – |
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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% |