ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,471,519 | +947.4% | 18,803 | +887.6% | 0.17% | +894.1% |
| Q1 2023 | $140,492 | -16.4% | 1,904 | -19.9% | 0.02% | -19.0% |
| Q4 2022 | $167,972 | +9.1% | 2,378 | -3.4% | 0.02% | +5.0% |
| Q3 2022 | $154,000 | -23.4% | 2,461 | -18.2% | 0.02% | -20.0% |
| Q2 2022 | $201,000 | -13.7% | 3,010 | -1.9% | 0.02% | 0.0% |
| Q1 2022 | $233,000 | +24.6% | 3,069 | +25.5% | 0.02% | +25.0% |
| Q4 2021 | $187,000 | +6.2% | 2,445 | -1.7% | 0.02% | +5.3% |
| Q3 2021 | $176,000 | +22.2% | 2,488 | +24.2% | 0.02% | +18.8% |
| Q2 2021 | $144,000 | 0.0% | 2,004 | -3.9% | 0.02% | -5.9% |
| Q1 2021 | $144,000 | +0.7% | 2,086 | -9.1% | 0.02% | -15.0% |
| Q4 2020 | $143,000 | +14.4% | 2,295 | +0.1% | 0.02% | 0.0% |
| Q3 2020 | $125,000 | +111.9% | 2,293 | +103.8% | 0.02% | +100.0% |
| Q2 2020 | $59,000 | -40.4% | 1,125 | -47.3% | 0.01% | -50.0% |
| Q1 2020 | $99,000 | -28.3% | 2,136 | -15.0% | 0.02% | -50.0% |
| Q1 2019 | $138,000 | +12.2% | 2,512 | 0.0% | 0.04% | -4.8% |
| Q4 2018 | $123,000 | -2.4% | 2,512 | +12.1% | 0.04% | +2.4% |
| Q3 2018 | $126,000 | +5.0% | 2,240 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $120,000 | +2.6% | 2,240 | +2.1% | 0.04% | -6.8% |
| Q1 2018 | $117,000 | -3.3% | 2,194 | +0.5% | 0.04% | -18.5% |
| Q4 2017 | $121,000 | +8.0% | 2,184 | +2.1% | 0.05% | -3.6% |
| Q3 2017 | $112,000 | +2.8% | 2,140 | 0.0% | 0.06% | +16.7% |
| Q2 2017 | $109,000 | – | 2,140 | – | 0.05% | – |
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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% |