ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,488 | -46.5% | 2,982 | -43.9% | 0.01% | -47.4% |
| Q2 2023 | $415,609 | -21.0% | 5,311 | -25.5% | 0.02% | -17.4% |
| Q1 2023 | $525,759 | +4.6% | 7,126 | +0.1% | 0.02% | -4.2% |
| Q4 2022 | $502,689 | +6.7% | 7,117 | -5.4% | 0.02% | -11.1% |
| Q3 2022 | $471,000 | -4.7% | 7,527 | +1.9% | 0.03% | -10.0% |
| Q2 2022 | $494,000 | -10.3% | 7,386 | +1.7% | 0.03% | -9.1% |
| Q1 2022 | $551,000 | -18.4% | 7,263 | -17.8% | 0.03% | -17.5% |
| Q4 2021 | $675,000 | +19.3% | 8,837 | +10.7% | 0.04% | +8.1% |
| Q3 2021 | $566,000 | -2.4% | 7,983 | -0.9% | 0.04% | -5.1% |
| Q2 2021 | $580,000 | +15.5% | 8,056 | +10.6% | 0.04% | +8.3% |
| Q1 2021 | $502,000 | +13.3% | 7,286 | +2.4% | 0.04% | -7.7% |
| Q4 2020 | $443,000 | -0.2% | 7,116 | -13.0% | 0.04% | -20.4% |
| Q3 2020 | $444,000 | -20.7% | 8,182 | -23.7% | 0.05% | -30.0% |
| Q2 2020 | $560,000 | +25.6% | 10,719 | +11.1% | 0.07% | +7.7% |
| Q1 2020 | $446,000 | -3.5% | 9,647 | +31.7% | 0.06% | +10.2% |
| Q4 2019 | $462,000 | +155.2% | 7,325 | +133.9% | 0.06% | +126.9% |
| Q3 2019 | $181,000 | -10.0% | 3,132 | -11.7% | 0.03% | -18.8% |
| Q2 2019 | $201,000 | +128.4% | 3,546 | +119.8% | 0.03% | +113.3% |
| Q1 2019 | $88,000 | 0.0% | 1,613 | -9.6% | 0.02% | -11.8% |
| Q4 2018 | $88,000 | -42.1% | 1,784 | -34.0% | 0.02% | -39.3% |
| Q3 2018 | $152,000 | +0.7% | 2,701 | -4.2% | 0.03% | -6.7% |
| Q2 2018 | $151,000 | +143.5% | 2,820 | +142.5% | 0.03% | +114.3% |
| Q1 2018 | $62,000 | -36.7% | 1,163 | -34.1% | 0.01% | -44.0% |
| Q4 2017 | $98,000 | +18.1% | 1,765 | +11.3% | 0.02% | 0.0% |
| Q3 2017 | $83,000 | – | 1,586 | – | 0.02% | – |
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% |