ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,506 | -56.4% | 248 | -54.2% | 0.00% | -50.0% |
Q2 2023 | $42,417 | +6.1% | 542 | 0.0% | 0.00% | -20.0% |
Q1 2023 | $39,989 | +58.6% | 542 | +51.8% | 0.01% | +66.7% |
Q4 2022 | $25,215 | +14.6% | 357 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $22,000 | -47.6% | 357 | -42.9% | 0.00% | -40.0% |
Q2 2022 | $42,000 | +110.0% | 625 | +133.2% | 0.01% | +150.0% |
Q1 2022 | $20,000 | -55.6% | 268 | -54.7% | 0.00% | -60.0% |
Q4 2021 | $45,000 | -74.1% | 592 | -75.8% | 0.01% | -77.3% |
Q3 2021 | $174,000 | -25.6% | 2,448 | -24.6% | 0.02% | -24.1% |
Q2 2021 | $234,000 | +836.0% | 3,245 | +721.5% | 0.03% | +625.0% |
Q4 2020 | $25,000 | – | 395 | – | 0.00% | – |
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% |