ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,773 | -21.6% | 4,366 | -17.8% | 0.04% | -26.2% |
| Q2 2023 | $415,633 | +3.1% | 5,311 | -2.7% | 0.06% | +1.7% |
| Q1 2023 | $402,944 | +7.3% | 5,461 | +2.8% | 0.06% | +3.4% |
| Q4 2022 | $375,356 | +0.9% | 5,314 | -10.7% | 0.06% | +3.6% |
| Q3 2022 | $372,000 | -9.7% | 5,951 | -3.4% | 0.06% | -6.7% |
| Q2 2022 | $412,000 | -10.0% | 6,163 | +0.0% | 0.06% | -6.2% |
| Q1 2022 | $458,000 | -39.5% | 6,161 | -37.9% | 0.06% | -40.7% |
| Q4 2021 | $757,000 | +5.1% | 9,922 | -2.4% | 0.11% | +2.9% |
| Q3 2021 | $720,000 | -1.6% | 10,162 | -0.2% | 0.10% | -3.7% |
| Q2 2021 | $732,000 | -59.9% | 10,181 | -61.6% | 0.11% | -63.1% |
| Q1 2021 | $1,825,000 | -55.8% | 26,481 | -60.2% | 0.30% | -57.4% |
| Q4 2020 | $4,133,000 | -62.6% | 66,473 | -67.4% | 0.69% | -63.3% |
| Q3 2020 | $11,056,000 | -5.6% | 203,661 | -9.2% | 1.89% | -11.9% |
| Q2 2020 | $11,717,000 | +13.0% | 224,347 | -0.1% | 2.14% | -3.0% |
| Q1 2020 | $10,373,000 | -13.4% | 224,627 | +18.2% | 2.21% | +20.3% |
| Q4 2019 | $11,980,000 | +22.9% | 190,110 | +12.7% | 1.84% | +9.1% |
| Q3 2019 | $9,749,000 | +2.8% | 168,680 | +0.7% | 1.68% | +4.2% |
| Q2 2019 | $9,488,000 | +25.3% | 167,486 | +21.2% | 1.62% | +11.9% |
| Q1 2019 | $7,574,000 | +14.2% | 138,147 | +2.2% | 1.44% | +23.4% |
| Q4 2018 | $6,632,000 | -99.9% | 135,114 | -28.9% | 1.17% | -22.8% |
| Q3 2018 | $10,766,842,000 | +125916.4% | 189,902 | +20.0% | 1.52% | +13.1% |
| Q2 2018 | $8,544,000 | +8.0% | 158,201 | +6.2% | 1.34% | -1.3% |
| Q1 2018 | $7,910,000 | -5.3% | 148,908 | -1.3% | 1.36% | -6.2% |
| Q4 2017 | $8,355,000 | +29.5% | 150,827 | +22.4% | 1.45% | -0.3% |
| Q3 2017 | $6,450,000 | +12.3% | 123,226 | +9.3% | 1.45% | +9.2% |
| Q2 2017 | $5,741,000 | +1.0% | 112,717 | -0.3% | 1.33% | +2.4% |
| Q1 2017 | $5,683,000 | +6.8% | 113,014 | +4.9% | 1.30% | +0.1% |
| Q4 2016 | $5,320,000 | +14.7% | 107,758 | +5.4% | 1.30% | -12.6% |
| Q3 2016 | $4,639,000 | +14.5% | 102,214 | +238.6% | 1.49% | +9.7% |
| Q2 2016 | $4,053,000 | +57.3% | 30,191 | +50.9% | 1.36% | +35.3% |
| Q1 2016 | $2,576,000 | +18.9% | 20,006 | +17.6% | 1.00% | +5.1% |
| Q4 2015 | $2,166,000 | – | 17,006 | – | 0.95% | – |
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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% |