ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,085,004 | -3.5% | 160,999 | +0.6% | 1.50% | +11.9% |
| Q2 2023 | $12,529,348 | +6.1% | 160,099 | +0.0% | 1.34% | -1.8% |
| Q1 2023 | $11,807,677 | +1.9% | 160,039 | -2.4% | 1.37% | +13.7% |
| Q4 2022 | $11,583,956 | +495.9% | 164,009 | +428.3% | 1.20% | +435.6% |
| Q3 2022 | $1,944,000 | -6.4% | 31,047 | 0.0% | 0.22% | +2.7% |
| Q2 2022 | $2,076,000 | +0.4% | 31,047 | +13.9% | 0.22% | +8.4% |
| Q1 2022 | $2,067,000 | -1.5% | 27,247 | -0.9% | 0.20% | +2.5% |
| Q4 2021 | $2,098,000 | +7.7% | 27,487 | 0.0% | 0.20% | -4.8% |
| Q3 2021 | $1,948,000 | -5.2% | 27,487 | -3.8% | 0.21% | -4.2% |
| Q2 2021 | $2,055,000 | +6.5% | 28,562 | +1.9% | 0.22% | -4.4% |
| Q1 2021 | $1,930,000 | +51.5% | 28,017 | +36.7% | 0.23% | +36.1% |
| Q4 2020 | $1,274,000 | +9.9% | 20,488 | -4.0% | 0.17% | -28.1% |
| Q3 2020 | $1,159,000 | -1.1% | 21,351 | -4.9% | 0.23% | -6.9% |
| Q2 2020 | $1,172,000 | -39.9% | 22,440 | -46.9% | 0.25% | -42.9% |
| Q1 2020 | $1,951,000 | -5.5% | 42,241 | +28.9% | 0.43% | +21.2% |
| Q4 2019 | $2,064,000 | +752.9% | 32,759 | +683.5% | 0.36% | +678.3% |
| Q3 2019 | $242,000 | +2.1% | 4,181 | 0.0% | 0.05% | +2.2% |
| Q2 2019 | $237,000 | +3.5% | 4,181 | 0.0% | 0.04% | -4.3% |
| Q1 2019 | $229,000 | +11.7% | 4,181 | 0.0% | 0.05% | +6.8% |
| Q4 2018 | $205,000 | – | 4,181 | – | 0.04% | – |
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% |