ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,703,878 | -5.3% | 49,637 | -0.7% | 0.38% | -2.8% |
| Q2 2023 | $3,911,946 | +5.7% | 49,987 | -0.3% | 0.39% | +1.3% |
| Q1 2023 | $3,699,589 | +73.3% | 50,144 | +65.9% | 0.39% | +57.5% |
| Q4 2022 | $2,134,875 | +3.9% | 30,226 | -7.9% | 0.25% | -10.8% |
| Q3 2022 | $2,054,000 | -2.1% | 32,805 | +4.6% | 0.28% | +1.1% |
| Q2 2022 | $2,098,000 | +2.3% | 31,371 | +16.0% | 0.27% | +5.8% |
| Q1 2022 | $2,051,000 | -49.4% | 27,037 | -49.1% | 0.26% | -48.2% |
| Q4 2021 | $4,054,000 | +6.5% | 53,102 | -1.1% | 0.50% | -1.6% |
| Q3 2021 | $3,805,000 | -2.7% | 53,676 | -1.2% | 0.51% | -1.4% |
| Q2 2021 | $3,910,000 | +2.6% | 54,342 | -1.8% | 0.52% | -5.0% |
| Q1 2021 | $3,811,000 | +8.4% | 55,317 | -2.1% | 0.54% | +3.2% |
| Q4 2020 | $3,515,000 | +9.0% | 56,528 | -4.8% | 0.52% | -3.1% |
| Q3 2020 | $3,224,000 | -6.6% | 59,392 | -10.2% | 0.54% | -12.0% |
| Q2 2020 | $3,453,000 | +12.1% | 66,118 | -0.8% | 0.62% | -9.0% |
| Q1 2020 | $3,079,000 | +36.8% | 66,676 | +71.2% | 0.68% | +37.3% |
| Q4 2019 | $2,251,000 | -2.8% | 38,948 | -2.8% | 0.49% | -5.9% |
| Q3 2019 | $2,315,000 | -14.1% | 40,056 | -15.8% | 0.52% | -13.2% |
| Q2 2019 | $2,696,000 | +20.2% | 47,583 | +16.3% | 0.60% | +0.7% |
| Q1 2019 | $2,242,000 | +107.4% | 40,898 | +84.3% | 0.60% | +60.9% |
| Q4 2018 | $1,081,000 | – | 22,193 | – | 0.37% | – |
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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% |