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 | $603,303 | -7.9% | 8,085 | -3.4% | 0.01% | +10.0% |
| Q2 2023 | $654,801 | +103018.3% | 8,367 | -2.9% | 0.01% | -9.1% |
| Q1 2023 | $635 | -26.7% | 8,613 | -29.7% | 0.01% | -35.3% |
| Q4 2022 | $866 | -99.9% | 12,255 | +3.3% | 0.02% | 0.0% |
| Q3 2022 | $743,000 | +0.1% | 11,864 | +6.9% | 0.02% | +6.2% |
| Q2 2022 | $742,000 | -13.4% | 11,095 | -1.7% | 0.02% | 0.0% |
| Q1 2022 | $857,000 | +162.1% | 11,291 | +114.9% | 0.02% | +100.0% |
| Q4 2021 | $327,000 | +4.8% | 5,255 | +16.0% | 0.01% | +14.3% |
| Q1 2021 | $312,000 | -4.6% | 4,529 | -13.8% | 0.01% | -12.5% |
| Q4 2020 | $327,000 | +62.7% | 5,255 | +42.3% | 0.01% | +33.3% |
| Q3 2020 | $201,000 | -91.2% | 3,694 | -89.8% | 0.01% | -90.9% |
| Q4 2019 | $2,272,000 | +285.1% | 36,053 | +199.9% | 0.07% | +187.0% |
| Q4 2018 | $590,000 | – | 12,020 | – | 0.02% | – |
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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% |