ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $34,773 | -4.7% | 466 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $36,470 | +6.1% | 466 | 0.0% | 0.02% | -5.9% |
Q1 2023 | $34,382 | +4.5% | 466 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $32,914 | +13.5% | 466 | 0.0% | 0.02% | +6.2% |
Q3 2022 | $29,000 | -6.5% | 466 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $31,000 | -11.4% | 466 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $35,000 | -2.8% | 466 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $36,000 | +9.1% | 466 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $33,000 | -2.9% | 466 | 0.0% | 0.02% | -5.9% |
Q2 2021 | $34,000 | +6.2% | 466 | 0.0% | 0.02% | -5.6% |
Q1 2021 | $32,000 | +10.3% | 466 | 0.0% | 0.02% | +5.9% |
Q4 2020 | $29,000 | +16.0% | 466 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $25,000 | +4.2% | 466 | 0.0% | 0.02% | -5.6% |
Q2 2020 | $24,000 | +9.1% | 466 | 0.0% | 0.02% | -5.3% |
Q1 2020 | $22,000 | -24.1% | 466 | 0.0% | 0.02% | -9.5% |
Q4 2019 | $29,000 | – | 466 | – | 0.02% | – |
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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% |