ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,770,140 | -8.0% | 63,926 | -3.2% | 1.07% | -5.7% |
| Q2 2023 | $5,185,299 | +3.9% | 66,055 | -2.3% | 1.14% | -1.9% |
| Q1 2023 | $4,988,979 | -3.2% | 67,620 | -1.4% | 1.16% | -4.3% |
| Q4 2022 | $5,156,204 | +19.9% | 68,576 | -0.1% | 1.21% | +2.5% |
| Q3 2022 | $4,299,000 | -8.9% | 68,667 | -1.5% | 1.18% | -1.8% |
| Q2 2022 | $4,719,000 | -12.0% | 69,739 | -0.3% | 1.20% | +2.9% |
| Q1 2022 | $5,364,000 | +3.1% | 69,961 | -0.6% | 1.17% | +0.3% |
| Q4 2021 | $5,203,000 | -0.5% | 70,413 | -0.9% | 1.17% | +1.4% |
| Q3 2021 | $5,230,000 | -1.8% | 71,038 | -1.8% | 1.15% | -5.4% |
| Q2 2021 | $5,325,000 | +0.4% | 72,374 | -0.8% | 1.22% | -7.4% |
| Q1 2021 | $5,303,000 | +10.5% | 72,990 | -2.7% | 1.32% | -5.1% |
| Q4 2020 | $4,799,000 | +13.5% | 75,043 | -1.0% | 1.38% | -12.7% |
| Q3 2020 | $4,230,000 | +3.9% | 75,775 | +0.7% | 1.59% | -2.0% |
| Q2 2020 | $4,071,000 | +12.9% | 75,227 | -5.8% | 1.62% | -13.6% |
| Q1 2020 | $3,607,000 | -22.1% | 79,881 | +9.1% | 1.87% | +1.4% |
| Q4 2019 | $4,632,000 | +12.7% | 73,236 | +2.7% | 1.85% | +1.7% |
| Q3 2019 | $4,109,000 | +15.3% | 71,277 | +13.6% | 1.82% | +13.3% |
| Q2 2019 | $3,564,000 | +7.1% | 62,745 | +5.5% | 1.60% | +6.2% |
| Q1 2019 | $3,329,000 | +65.9% | 59,454 | +67.0% | 1.51% | +61.2% |
| Q4 2018 | $2,007,000 | -1.9% | 35,600 | -1.9% | 0.94% | -1.0% |
| Q3 2018 | $2,046,000 | +21.4% | 36,288 | +15.5% | 0.95% | +13.3% |
| Q2 2018 | $1,686,000 | +56.7% | 31,414 | +55.8% | 0.84% | +49.4% |
| Q1 2018 | $1,076,000 | +52.2% | 20,158 | +58.0% | 0.56% | +55.3% |
| Q4 2017 | $707,000 | – | 12,757 | – | 0.36% | – |
Download | ||||||
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% |