ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,347,218 | -0.5% | 312,883 | +4.3% | 0.29% | -24.0% |
| Q2 2023 | $23,472,401 | +3832.6% | 299,930 | +3607.4% | 0.38% | +3730.0% |
| Q1 2023 | $596,872 | -2.9% | 8,090 | -7.1% | 0.01% | -16.7% |
| Q4 2022 | $614,953 | +19.2% | 8,707 | +5.8% | 0.01% | 0.0% |
| Q3 2022 | $516,000 | +65.4% | 8,233 | +76.0% | 0.01% | +71.4% |
| Q2 2022 | $312,000 | -56.8% | 4,678 | -50.8% | 0.01% | -30.0% |
| Q1 2022 | $722,000 | +44.1% | 9,512 | +44.8% | 0.01% | -23.1% |
| Q4 2021 | $501,000 | -3.5% | 6,567 | -10.3% | 0.01% | 0.0% |
| Q3 2021 | $519,000 | -7.3% | 7,317 | -6.0% | 0.01% | -35.0% |
| Q2 2021 | $560,000 | +0.9% | 7,787 | -3.3% | 0.02% | -41.2% |
| Q1 2021 | $555,000 | +41.2% | 8,052 | +27.4% | 0.03% | +25.9% |
| Q4 2020 | $393,000 | +28.0% | 6,322 | +11.9% | 0.03% | -10.0% |
| Q3 2020 | $307,000 | +24.3% | 5,652 | +19.3% | 0.03% | +20.0% |
| Q2 2020 | $247,000 | -30.4% | 4,739 | -38.4% | 0.02% | -56.1% |
| Q1 2020 | $355,000 | -39.1% | 7,696 | -16.7% | 0.06% | -68.5% |
| Q4 2019 | $583,000 | +185.8% | 9,243 | +159.6% | 0.18% | +105.7% |
| Q3 2019 | $204,000 | +0.5% | 3,560 | 0.0% | 0.09% | +18.9% |
| Q2 2019 | $203,000 | +0.5% | 3,560 | -3.1% | 0.07% | -2.6% |
| Q1 2019 | $202,000 | – | 3,675 | – | 0.08% | – |
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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% |