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 | $32,685,488 | +48.2% | 457,268 | +67.4% | 6.90% | +21.6% |
| Q2 2023 | $22,051,656 | +114.9% | 273,153 | +99.4% | 5.67% | +37.8% |
| Q1 2023 | $10,259,432 | +13.2% | 136,957 | +15.6% | 4.12% | -8.2% |
| Q4 2022 | $9,061,277 | +222.2% | 118,464 | +142.2% | 4.48% | +109.0% |
| Q2 2019 | $2,812,000 | +58.5% | 48,921 | +51.2% | 2.14% | +19.8% |
| Q1 2019 | $1,774,000 | +19.0% | 32,346 | +6.5% | 1.79% | +4.7% |
| Q4 2018 | $1,491,000 | -4.0% | 30,379 | +10.3% | 1.71% | +11.3% |
| Q3 2018 | $1,553,000 | +56.1% | 27,537 | +48.6% | 1.54% | +37.6% |
| Q2 2018 | $995,000 | -18.8% | 18,529 | -19.7% | 1.12% | +14.0% |
| Q1 2018 | $1,226,000 | +5.1% | 23,071 | +9.6% | 0.98% | -1.6% |
| Q4 2017 | $1,166,000 | – | 21,048 | – | 1.00% | – |
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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% |