Per Stirling Capital Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Per Stirling Capital Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,695,580
-7.1%
116,531
-2.6%
1.81%
-5.3%
Q2 2023$9,364,228
+587.8%
119,655
+548.4%
1.91%
+548.6%
Q1 2023$1,361,563
+0.3%
18,454
-4.0%
0.29%
+19.0%
Q4 2022$1,357,19819,2160.25%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders