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 | $459,838 | +20.6% | 6,162 | +19.3% | 0.04% | +8.3% |
| Q1 2023 | $381,150 | +116459.6% | 5,166 | +11.5% | 0.04% | +9.1% |
| Q4 2022 | $327 | -99.9% | 4,633 | -2.5% | 0.03% | +22.2% |
| Q3 2022 | $297,000 | +29.7% | 4,751 | +38.4% | 0.03% | +12.5% |
| Q2 2022 | $229,000 | -9.5% | 3,432 | +2.7% | 0.02% | -7.7% |
| Q1 2022 | $253,000 | +14.0% | 3,341 | +14.7% | 0.03% | +18.2% |
| Q4 2021 | $222,000 | +9.4% | 2,913 | +1.4% | 0.02% | 0.0% |
| Q3 2021 | $203,000 | -9.0% | 2,872 | -11.4% | 0.02% | -21.4% |
| Q1 2021 | $223,000 | -44.8% | 3,241 | -50.1% | 0.03% | -50.0% |
| Q4 2020 | $404,000 | +2.0% | 6,498 | -10.9% | 0.06% | -12.5% |
| Q3 2020 | $396,000 | +12.2% | 7,296 | +7.8% | 0.06% | 0.0% |
| Q2 2020 | $353,000 | +11.0% | 6,771 | -1.7% | 0.06% | -9.9% |
| Q1 2020 | $318,000 | -22.1% | 6,886 | +6.2% | 0.07% | -4.1% |
| Q4 2019 | $408,000 | -1.2% | 6,483 | -9.4% | 0.07% | -7.5% |
| Q3 2019 | $413,000 | – | 7,157 | – | 0.08% | – |
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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% |