ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,984 | -4.7% | 13,200 | 0.0% | 0.34% | -0.6% |
| Q2 2023 | $1,033,032 | +6.1% | 13,200 | 0.0% | 0.35% | +2.7% |
| Q1 2023 | $973,896 | +4.5% | 13,200 | 0.0% | 0.34% | -1.2% |
| Q4 2022 | $932,316 | +12.9% | 13,200 | 0.0% | 0.34% | +2.7% |
| Q3 2022 | $826,000 | -6.5% | 13,200 | 0.0% | 0.33% | -0.6% |
| Q2 2022 | $883,000 | -11.8% | 13,200 | 0.0% | 0.34% | 0.0% |
| Q1 2022 | $1,001,000 | -0.7% | 13,200 | 0.0% | 0.34% | +1.5% |
| Q4 2021 | $1,008,000 | +7.7% | 13,200 | 0.0% | 0.33% | -1.2% |
| Q3 2021 | $936,000 | -1.5% | 13,200 | 0.0% | 0.33% | +1.2% |
| Q2 2021 | $950,000 | +4.5% | 13,200 | 0.0% | 0.33% | +0.6% |
| Q1 2021 | $909,000 | +10.7% | 13,200 | 0.0% | 0.33% | +5.8% |
| Q4 2020 | $821,000 | +14.5% | 13,200 | 0.0% | 0.31% | +2.6% |
| Q3 2020 | $717,000 | +4.1% | 13,200 | 0.0% | 0.30% | -1.9% |
| Q2 2020 | $689,000 | +7.7% | 13,200 | -4.7% | 0.31% | -25.4% |
| Q1 2020 | $640,000 | -26.7% | 13,851 | 0.0% | 0.41% | -6.6% |
| Q4 2019 | $873,000 | +9.0% | 13,851 | 0.0% | 0.44% | -1.3% |
| Q3 2019 | $801,000 | +2.0% | 13,851 | 0.0% | 0.45% | +0.2% |
| Q2 2019 | $785,000 | +3.4% | 13,851 | 0.0% | 0.45% | +2.5% |
| Q1 2019 | $759,000 | +11.6% | 13,851 | 0.0% | 0.44% | +0.9% |
| Q4 2018 | $680,000 | -9.0% | 13,851 | 0.0% | 0.43% | -0.5% |
| Q3 2018 | $747,000 | -0.7% | 13,851 | 0.0% | 0.43% | +8.5% |
| Q2 2018 | $752,000 | +0.3% | 13,851 | 0.0% | 0.40% | -5.4% |
| Q1 2018 | $750,000 | -2.2% | 13,851 | 0.0% | 0.42% | 0.0% |
| Q4 2017 | $767,000 | – | 13,851 | – | 0.42% | – |
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% |