ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,114,507 | -5.5% | 28,337 | -0.9% | 0.76% | -6.2% |
| Q2 2023 | $2,237,532 | +3.7% | 28,591 | -2.3% | 0.81% | -1.6% |
| Q1 2023 | $2,158,139 | +5.6% | 29,251 | +1.1% | 0.82% | -5.8% |
| Q4 2022 | $2,043,962 | -0.5% | 28,939 | -11.8% | 0.88% | -3.6% |
| Q3 2022 | $2,055,000 | -6.5% | 32,816 | -0.1% | 0.91% | -4.7% |
| Q2 2022 | $2,198,000 | -7.6% | 32,863 | +4.8% | 0.95% | -18.3% |
| Q1 2022 | $2,380,000 | +15.8% | 31,370 | +16.5% | 1.17% | +22.0% |
| Q4 2021 | $2,055,000 | +7.7% | 26,919 | -0.0% | 0.96% | +1.0% |
| Q3 2021 | $1,908,000 | -0.1% | 26,925 | +1.4% | 0.95% | -6.3% |
| Q2 2021 | $1,910,000 | +10.4% | 26,543 | +5.7% | 1.01% | -6.8% |
| Q1 2021 | $1,730,000 | +16.8% | 25,110 | +5.4% | 1.08% | +6.2% |
| Q4 2020 | $1,481,000 | +9.8% | 23,816 | -4.2% | 1.02% | -8.7% |
| Q3 2020 | $1,349,000 | -3.4% | 24,856 | -7.1% | 1.12% | -8.2% |
| Q2 2020 | $1,397,000 | +15.3% | 26,756 | +2.0% | 1.22% | -0.7% |
| Q1 2020 | $1,212,000 | – | 26,239 | – | 1.23% | – |
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% |