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 2022 | $3,030,000 | +4.5% | 48,385 | +11.6% | 0.08% | +4.9% |
| Q2 2022 | $2,900,000 | -19.4% | 43,357 | -8.6% | 0.08% | -4.7% |
| Q1 2022 | $3,598,000 | +14.2% | 47,422 | +14.9% | 0.08% | +6.2% |
| Q4 2021 | $3,151,000 | +18.8% | 41,274 | +10.3% | 0.08% | +1.3% |
| Q3 2021 | $2,652,000 | -7.2% | 37,422 | -5.8% | 0.08% | -21.8% |
| Q2 2021 | $2,858,000 | +6.5% | 39,722 | +2.0% | 0.10% | -25.2% |
| Q1 2021 | $2,683,000 | +5.8% | 38,945 | -4.5% | 0.14% | -28.6% |
| Q4 2020 | $2,536,000 | +22.0% | 40,784 | +6.5% | 0.19% | +0.5% |
| Q3 2020 | $2,079,000 | -8.0% | 38,303 | -11.4% | 0.19% | -44.7% |
| Q2 2020 | $2,259,000 | +105.2% | 43,247 | +98.4% | 0.34% | +7.6% |
| Q1 2020 | $1,101,000 | +279.7% | 21,795 | +312.1% | 0.32% | +37.4% |
| Q1 2019 | $290,000 | – | 5,289 | – | 0.23% | – |
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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% |