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 | $3,516,517 | -6.7% | 46,966 | -1.0% | 1.48% | -1.0% |
| Q2 2023 | $3,769,121 | +0.5% | 47,460 | -6.3% | 1.50% | +7.5% |
| Q1 2023 | $3,750,517 | -2.7% | 50,673 | -7.2% | 1.39% | -5.8% |
| Q4 2022 | $3,855,767 | -2.7% | 54,591 | -13.8% | 1.48% | -8.8% |
| Q3 2022 | $3,963,000 | -4.4% | 63,301 | +2.1% | 1.62% | +2.9% |
| Q2 2022 | $4,146,000 | +7.1% | 61,996 | +21.5% | 1.58% | +19.2% |
| Q1 2022 | $3,872,000 | +0.6% | 51,040 | +1.3% | 1.32% | +2.3% |
| Q4 2021 | $3,847,000 | +215.3% | 50,393 | +192.7% | 1.29% | +220.6% |
| Q3 2021 | $1,220,000 | +6.1% | 17,217 | +7.7% | 0.40% | +12.6% |
| Q2 2021 | $1,150,000 | -8.6% | 15,979 | -12.5% | 0.36% | -8.7% |
| Q1 2021 | $1,258,000 | +1.5% | 18,265 | -8.3% | 0.39% | +3.2% |
| Q4 2020 | $1,239,000 | -12.4% | 19,922 | -23.6% | 0.38% | -12.0% |
| Q3 2020 | $1,415,000 | -7.4% | 26,069 | -10.9% | 0.43% | +3.6% |
| Q2 2020 | $1,528,000 | +10.2% | 29,251 | -2.6% | 0.42% | +3.7% |
| Q1 2020 | $1,386,000 | -29.6% | 30,023 | -3.9% | 0.40% | -7.8% |
| Q4 2019 | $1,970,000 | +7.5% | 31,256 | -1.4% | 0.44% | -5.2% |
| Q3 2019 | $1,832,000 | -12.1% | 31,687 | -13.9% | 0.46% | +2.9% |
| Q2 2019 | $2,085,000 | -1.1% | 36,812 | -4.3% | 0.45% | -3.2% |
| Q1 2019 | $2,109,000 | +3.6% | 38,466 | -7.2% | 0.46% | -0.4% |
| Q4 2018 | $2,036,000 | – | 41,471 | – | 0.46% | – |
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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% |