ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,531 | -4.7% | 3,143 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $245,971 | +6.1% | 3,143 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $231,891 | +4.5% | 3,143 | 0.0% | 0.06% | -3.0% |
| Q4 2022 | $221,990 | -64.3% | 3,143 | -68.4% | 0.07% | -67.6% |
| Q3 2022 | $622,000 | -42.1% | 9,931 | -38.1% | 0.20% | -38.6% |
| Q2 2022 | $1,074,000 | +130.0% | 16,052 | +161.1% | 0.33% | +165.6% |
| Q1 2022 | $467,000 | +24.2% | 6,149 | +24.7% | 0.12% | +56.2% |
| Q4 2021 | $376,000 | -39.7% | 4,931 | -63.5% | 0.08% | -69.1% |
| Q1 2020 | $624,000 | – | 13,510 | – | 0.26% | – |
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% |