ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $78,500 | +3.7% | 1,052 | +8.8% | 0.01% | 0.0% |
Q2 2023 | $75,677 | -51.9% | 967 | -54.6% | 0.01% | -60.0% |
Q1 2023 | $157,225 | +0.7% | 2,131 | -3.6% | 0.02% | -16.7% |
Q4 2022 | $156,163 | +225.3% | 2,211 | +188.3% | 0.02% | +118.2% |
Q3 2022 | $48,000 | -30.4% | 767 | -25.7% | 0.01% | -38.9% |
Q2 2022 | $69,000 | -11.5% | 1,032 | 0.0% | 0.02% | -10.0% |
Q1 2022 | $78,000 | -11.4% | 1,032 | -11.0% | 0.02% | -20.0% |
Q4 2021 | $88,000 | – | 1,159 | – | 0.02% | – |
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% |