ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,146 | +27.1% | 2,583 | +8.3% | 0.03% | +30.0% |
| Q2 2022 | $159,000 | -22.4% | 2,384 | -11.1% | 0.02% | -9.1% |
| Q4 2021 | $205,000 | -5.1% | 2,683 | -10.7% | 0.02% | -15.4% |
| Q2 2021 | $216,000 | +0.5% | 3,003 | -3.8% | 0.03% | -7.1% |
| Q1 2021 | $215,000 | -0.5% | 3,120 | -10.2% | 0.03% | -6.7% |
| Q4 2020 | $216,000 | +7.5% | 3,473 | +9.0% | 0.03% | -11.8% |
| Q4 2019 | $201,000 | +29.7% | 3,187 | +13.0% | 0.03% | +25.9% |
| Q1 2019 | $155,000 | +12.3% | 2,820 | 0.0% | 0.03% | -3.6% |
| Q4 2018 | $138,000 | -47.9% | 2,820 | -40.1% | 0.03% | -37.8% |
| Q3 2018 | $265,000 | +11.3% | 4,708 | +6.4% | 0.04% | +4.7% |
| Q2 2018 | $238,000 | +28.6% | 4,425 | +26.9% | 0.04% | +26.5% |
| Q1 2018 | $185,000 | +31.2% | 3,488 | +37.5% | 0.03% | +30.8% |
| Q4 2017 | $141,000 | – | 2,537 | – | 0.03% | – |
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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% |