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 | $294,801 | -5.5% | 3,951 | -0.9% | 0.07% | -5.3% |
Q2 2023 | $311,999 | -3.0% | 3,987 | -9.8% | 0.08% | -11.8% |
Q1 2023 | $321,713 | +3.1% | 4,421 | +0.1% | 0.08% | +3.7% |
Q4 2022 | $311,898 | +13.0% | 4,416 | +0.1% | 0.08% | 0.0% |
Q3 2022 | $276,000 | -11.5% | 4,410 | +0.2% | 0.08% | +3.8% |
Q2 2022 | $312,000 | +2.6% | 4,402 | +10.0% | 0.08% | +8.2% |
Q1 2022 | $304,000 | -0.3% | 4,001 | +0.1% | 0.07% | -16.1% |
Q4 2021 | $305,000 | +7.8% | 3,996 | +0.1% | 0.09% | -6.5% |
Q3 2021 | $283,000 | -1.4% | 3,991 | +0.2% | 0.09% | -3.1% |
Q2 2021 | $287,000 | +5.1% | 3,985 | +0.7% | 0.10% | -7.7% |
Q1 2021 | $273,000 | +23.0% | 3,956 | +10.6% | 0.10% | -11.9% |
Q4 2020 | $222,000 | +3.7% | 3,576 | -22.7% | 0.12% | -39.2% |
Q1 2020 | $214,000 | -18.6% | 4,628 | +11.9% | 0.19% | +13.5% |
Q4 2019 | $263,000 | +163.0% | 4,136 | +121.8% | 0.17% | +140.8% |
Q2 2018 | $100,000 | – | 1,865 | – | 0.07% | – |
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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% |