ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,664,341 | -0.5% | 129,514 | +4.3% | 0.04% | -2.6% |
| Q2 2023 | $9,715,668 | +101475.2% | 124,146 | -4.2% | 0.04% | -7.3% |
| Q1 2023 | $9,565 | +4.1% | 129,652 | -0.4% | 0.04% | -10.9% |
| Q4 2022 | $9,192 | -99.9% | 130,155 | -4.1% | 0.05% | +4.5% |
| Q3 2022 | $8,497,000 | -7.0% | 135,726 | -0.7% | 0.04% | -10.2% |
| Q2 2022 | $9,140,000 | -9.5% | 136,663 | +2.7% | 0.05% | 0.0% |
| Q1 2022 | $10,100,000 | -6.5% | 133,122 | -5.9% | 0.05% | -2.0% |
| Q4 2021 | $10,803,000 | +440.7% | 141,524 | +401.8% | 0.05% | +400.0% |
| Q3 2021 | $1,998,000 | +55.4% | 28,202 | +57.7% | 0.01% | +42.9% |
| Q2 2021 | $1,286,000 | +18.1% | 17,881 | +13.1% | 0.01% | 0.0% |
| Q1 2021 | $1,089,000 | +29.5% | 15,810 | +16.8% | 0.01% | +16.7% |
| Q4 2020 | $841,000 | +25.3% | 13,534 | +9.4% | 0.01% | 0.0% |
| Q3 2020 | $671,000 | +30.3% | 12,366 | +25.5% | 0.01% | +20.0% |
| Q2 2020 | $515,000 | +27.2% | 9,855 | +12.4% | 0.01% | 0.0% |
| Q1 2020 | $405,000 | -29.8% | 8,770 | -4.2% | 0.01% | -28.6% |
| Q4 2019 | $577,000 | +59.4% | 9,153 | +46.2% | 0.01% | +40.0% |
| Q3 2019 | $362,000 | -3.2% | 6,261 | -5.3% | 0.01% | 0.0% |
| Q2 2019 | $374,000 | +32.6% | 6,609 | +28.7% | 0.01% | +25.0% |
| Q1 2019 | $282,000 | – | 5,136 | – | 0.00% | – |
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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% |