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 | $716,593 | -8.2% | 9,603 | -3.8% | 0.07% | +14.1% |
Q2 2023 | $780,975 | +13.3% | 9,979 | +6.9% | 0.06% | -8.6% |
Q1 2023 | $689,053 | +3.1% | 9,339 | -1.3% | 0.07% | +18.6% |
Q4 2022 | $668,465 | +4.6% | 9,464 | -7.3% | 0.06% | -3.3% |
Q3 2022 | $639,000 | -9.5% | 10,213 | -3.0% | 0.06% | -6.2% |
Q2 2022 | $706,000 | -38.1% | 10,527 | -29.9% | 0.06% | -26.1% |
Q1 2022 | $1,140,000 | -37.1% | 15,026 | -36.7% | 0.09% | -38.5% |
Q4 2021 | $1,813,000 | +25.8% | 23,750 | +16.8% | 0.14% | +9.2% |
Q3 2021 | $1,441,000 | +443.8% | 20,327 | +452.8% | 0.13% | +424.0% |
Q2 2021 | $265,000 | +5.2% | 3,677 | +0.7% | 0.02% | 0.0% |
Q1 2021 | $252,000 | +10.0% | 3,652 | -0.7% | 0.02% | -3.8% |
Q4 2020 | $229,000 | -0.9% | 3,677 | -17.0% | 0.03% | -18.8% |
Q2 2020 | $231,000 | -8.3% | 4,431 | +11.0% | 0.03% | -27.3% |
Q4 2019 | $252,000 | +12.0% | 3,993 | +2.4% | 0.04% | +4.8% |
Q3 2019 | $225,000 | +4.7% | 3,898 | +2.9% | 0.04% | -2.3% |
Q2 2019 | $215,000 | +3.4% | 3,788 | 0.0% | 0.04% | -4.4% |
Q1 2019 | $208,000 | -3.7% | 3,788 | -1.3% | 0.04% | -8.2% |
Q3 2018 | $216,000 | +4.9% | 3,838 | 0.0% | 0.05% | 0.0% |
Q2 2018 | $206,000 | – | 3,838 | – | 0.05% | – |
Download |
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% |