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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,597 | +12.1% | 4,577 | +17.6% | 0.01% | +10.0% |
| Q2 2023 | $304,730 | -66.5% | 3,893 | -68.4% | 0.01% | -67.7% |
| Q1 2023 | $909,831 | +16.5% | 12,331 | +11.6% | 0.03% | -8.8% |
| Q4 2022 | $780,791 | +12.8% | 11,054 | +0.0% | 0.03% | +6.2% |
| Q3 2022 | $692,000 | +188.3% | 11,051 | +207.8% | 0.03% | +190.9% |
| Q2 2022 | $240,000 | +110.5% | 3,590 | +141.3% | 0.01% | +120.0% |
| Q1 2022 | $114,000 | +936.4% | 1,488 | +919.2% | 0.01% | – |
| Q4 2021 | $11,000 | -79.2% | 146 | -84.5% | 0.00% | -100.0% |
| Q2 2019 | $53,000 | +1.9% | 942 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $52,000 | +13.0% | 942 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $46,000 | +1433.3% | 942 | +1327.3% | 0.01% | +500.0% |
| Q2 2017 | $3,000 | -50.0% | 66 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | +100.0% | 132 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $3,000 | – | 66 | – | 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% |