ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 556 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,170 | -4.7% | 3,500 | 0.0% | 0.08% | -6.9% |
| Q2 2023 | $273,910 | +6.1% | 3,500 | 0.0% | 0.09% | +7.4% |
| Q1 2023 | $258,230 | +4.5% | 3,500 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $247,205 | +12.9% | 3,500 | 0.0% | 0.08% | -4.6% |
| Q3 2022 | $219,000 | -6.4% | 3,500 | 0.0% | 0.09% | +2.4% |
| Q2 2022 | $234,000 | -12.0% | 3,500 | 0.0% | 0.08% | +18.1% |
| Q1 2022 | $266,000 | -5.0% | 3,500 | -4.7% | 0.07% | -4.0% |
| Q4 2021 | $280,000 | +7.7% | 3,674 | 0.0% | 0.08% | -1.3% |
| Q3 2021 | $260,000 | -1.5% | 3,674 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $264,000 | +4.3% | 3,674 | 0.0% | 0.08% | -11.5% |
| Q1 2021 | $253,000 | +4116.7% | 3,674 | +3040.2% | 0.09% | +4250.0% |
| Q1 2018 | $6,000 | – | 117 | – | 0.00% | – |
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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% |