ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,855,081 | -5.0% | 65,064 | -0.4% | 0.10% | -7.1% |
| Q2 2023 | $5,110,322 | +4.0% | 65,299 | -2.0% | 0.11% | -1.7% |
| Q1 2023 | $4,915,732 | +3.5% | 66,627 | -0.9% | 0.12% | -16.7% |
| Q4 2022 | $4,750,122 | +11.3% | 67,254 | -1.3% | 0.14% | -12.7% |
| Q3 2022 | $4,268,000 | -6.3% | 68,171 | +0.1% | 0.16% | -19.4% |
| Q2 2022 | $4,555,000 | -9.5% | 68,114 | +2.7% | 0.20% | +3.2% |
| Q1 2022 | $5,034,000 | +7.3% | 66,345 | +7.9% | 0.19% | +14.5% |
| Q4 2021 | $4,692,000 | +33.3% | 61,462 | +23.8% | 0.17% | +18.6% |
| Q3 2021 | $3,520,000 | +14566.7% | 49,659 | +10202.7% | 0.14% | +3400.0% |
| Q4 2018 | $24,000 | -46.7% | 482 | -39.8% | 0.00% | -63.6% |
| Q3 2018 | $45,000 | +4.7% | 800 | 0.0% | 0.01% | +22.2% |
| Q2 2018 | $43,000 | +2.4% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $42,000 | -4.5% | 800 | 0.0% | 0.01% | +80.0% |
| Q4 2017 | $44,000 | – | 800 | – | 0.01% | – |
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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% |