ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,660,800 | -4.7% | 35,658 | 0.0% | 0.50% | -4.0% |
| Q2 2023 | $2,790,595 | -0.4% | 35,658 | -6.1% | 0.52% | -2.4% |
| Q1 2023 | $2,802,238 | +1.1% | 37,981 | -3.3% | 0.54% | -2.2% |
| Q4 2022 | $2,772,793 | +12.8% | 39,258 | 0.0% | 0.55% | -2.3% |
| Q3 2022 | $2,458,000 | -6.4% | 39,258 | 0.0% | 0.56% | -1.2% |
| Q2 2022 | $2,626,000 | +19.9% | 39,258 | +36.0% | 0.57% | +38.3% |
| Q1 2022 | $2,190,000 | -0.6% | 28,863 | 0.0% | 0.41% | -1.2% |
| Q4 2021 | $2,203,000 | +92.9% | 28,863 | +79.1% | 0.42% | +73.6% |
| Q3 2021 | $1,142,000 | -56.0% | 16,113 | -55.3% | 0.24% | -55.0% |
| Q2 2021 | $2,595,000 | +4.4% | 36,063 | 0.0% | 0.53% | -2.4% |
| Q1 2021 | $2,485,000 | +10.8% | 36,063 | 0.0% | 0.54% | +5.8% |
| Q4 2020 | $2,243,000 | +19.1% | 36,063 | 0.0% | 0.51% | +3.2% |
| Q2 2020 | $1,883,000 | +13.1% | 36,063 | 0.0% | 0.50% | -7.6% |
| Q1 2020 | $1,665,000 | -26.7% | 36,063 | 0.0% | 0.54% | -5.8% |
| Q4 2019 | $2,273,000 | +9.1% | 36,063 | 0.0% | 0.57% | -4.2% |
| Q3 2019 | $2,084,000 | +2.0% | 36,063 | 0.0% | 0.60% | -7.4% |
| Q2 2019 | $2,043,000 | +3.3% | 36,063 | 0.0% | 0.64% | -0.5% |
| Q1 2019 | $1,977,000 | -2.8% | 36,063 | 0.0% | 0.65% | +1.7% |
| Q4 2018 | $2,033,000 | 0.0% | 36,063 | 0.0% | 0.64% | 0.0% |
| Q3 2018 | $2,033,000 | +5.0% | 36,063 | 0.0% | 0.64% | +0.5% |
| Q2 2018 | $1,936,000 | +1.0% | 36,063 | 0.0% | 0.63% | -0.5% |
| Q1 2018 | $1,916,000 | -4.1% | 36,063 | 0.0% | 0.64% | -3.9% |
| Q4 2017 | $1,998,000 | – | 36,063 | – | 0.66% | – |
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% |