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 | $2,557,974 | +7.8% | 34,280 | +13.1% | 0.08% | +9.6% |
| Q2 2023 | $2,372,295 | -25.4% | 30,313 | -29.6% | 0.07% | -29.8% |
| Q1 2023 | $3,178,664 | -44.7% | 43,083 | -47.1% | 0.10% | -46.1% |
| Q4 2022 | $5,750,412 | +102.1% | 81,416 | +79.2% | 0.19% | +77.1% |
| Q3 2022 | $2,845,000 | +22.5% | 45,445 | +30.8% | 0.11% | +26.7% |
| Q2 2022 | $2,323,000 | +7.1% | 34,736 | +21.5% | 0.09% | +16.2% |
| Q1 2022 | $2,169,000 | -56.4% | 28,583 | -56.2% | 0.07% | -58.9% |
| Q4 2021 | $4,978,000 | +94.8% | 65,208 | +80.9% | 0.18% | +83.7% |
| Q3 2021 | $2,555,000 | +1.5% | 36,040 | +3.0% | 0.10% | +3.2% |
| Q2 2021 | $2,518,000 | +20.7% | 34,992 | +15.6% | 0.10% | +14.5% |
| Q1 2021 | $2,086,000 | +10.8% | 30,280 | 0.0% | 0.08% | -5.7% |
| Q4 2020 | $1,883,000 | +23.8% | 30,280 | +8.1% | 0.09% | +14.3% |
| Q3 2020 | $1,521,000 | +11.8% | 28,009 | +7.6% | 0.08% | +13.2% |
| Q2 2020 | $1,360,000 | -70.1% | 26,033 | -73.6% | 0.07% | -71.1% |
| Q1 2020 | $4,549,000 | +169.2% | 98,513 | +267.4% | 0.24% | +305.2% |
| Q4 2019 | $1,690,000 | +66.0% | 26,813 | +52.2% | 0.06% | +61.1% |
| Q3 2019 | $1,018,000 | -9.0% | 17,613 | -10.8% | 0.04% | -7.7% |
| Q2 2019 | $1,119,000 | +10.9% | 19,751 | +7.3% | 0.04% | +14.7% |
| Q1 2019 | $1,009,000 | -92.9% | 18,411 | -93.7% | 0.03% | -93.4% |
| Q4 2018 | $14,266,000 | +1012.8% | 290,600 | +1177.7% | 0.51% | +1153.7% |
| Q3 2018 | $1,282,000 | -16.7% | 22,744 | -20.7% | 0.04% | -18.0% |
| Q2 2018 | $1,539,000 | -49.6% | 28,676 | -50.1% | 0.05% | -50.5% |
| Q1 2018 | $3,054,000 | -69.8% | 57,486 | -68.5% | 0.10% | -70.0% |
| Q4 2017 | $10,121,000 | +146.4% | 182,688 | +132.9% | 0.34% | +137.3% |
| Q3 2017 | $4,107,000 | -39.7% | 78,453 | -41.4% | 0.14% | -39.1% |
| Q2 2017 | $6,816,000 | -13.4% | 133,799 | -14.2% | 0.23% | -9.0% |
| Q1 2017 | $7,874,000 | +6.9% | 155,977 | +4.0% | 0.26% | +8.0% |
| Q4 2016 | $7,369,000 | – | 149,974 | – | 0.24% | – |
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% |