ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,557 | -4.7% | 6,145 | -0.1% | 0.02% | -4.5% |
| Q2 2023 | $481,395 | +3.2% | 6,151 | -2.7% | 0.02% | 0.0% |
| Q1 2023 | $466,521 | +93.1% | 6,323 | +84.8% | 0.02% | +69.2% |
| Q4 2022 | $241,625 | +3351.8% | 3,421 | +3321.0% | 0.01% | – |
| Q1 2021 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -80.8% | 100 | -80.0% | 0.00% | -100.0% |
| Q2 2020 | $26,000 | +420.0% | 501 | +401.0% | 0.00% | +100.0% |
| Q1 2020 | $5,000 | -92.9% | 100 | -90.9% | 0.00% | -85.7% |
| Q4 2019 | $70,000 | +775.0% | 1,103 | +735.6% | 0.01% | +600.0% |
| Q3 2019 | $8,000 | +33.3% | 132 | +32.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | – | 100 | – | 0.00% | – |
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% |