ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,311 | -3.6% | 2,818 | +1.1% | 0.05% | 0.0% |
| Q2 2023 | $218,144 | +5.2% | 2,787 | -0.8% | 0.05% | +5.9% |
| Q1 2023 | $207,299 | -16.1% | 2,810 | -13.5% | 0.05% | -21.5% |
| Q1 2022 | $247,000 | 0.0% | 3,250 | +0.5% | 0.06% | +16.1% |
| Q4 2021 | $247,000 | -8.9% | 3,235 | -15.4% | 0.06% | -23.3% |
| Q3 2021 | $271,000 | -3.6% | 3,825 | -2.1% | 0.07% | -7.6% |
| Q2 2021 | $281,000 | -29.2% | 3,906 | -32.2% | 0.08% | -35.8% |
| Q1 2021 | $397,000 | +4.5% | 5,758 | -5.9% | 0.12% | -10.2% |
| Q4 2020 | $380,000 | +11.1% | 6,118 | -2.9% | 0.14% | +2.2% |
| Q3 2020 | $342,000 | +5.9% | 6,301 | +2.0% | 0.13% | -15.7% |
| Q2 2020 | $323,000 | -22.5% | 6,175 | -31.6% | 0.16% | -43.4% |
| Q1 2020 | $417,000 | -25.1% | 9,029 | +2.1% | 0.28% | -9.4% |
| Q4 2019 | $557,000 | +6.5% | 8,843 | -2.3% | 0.31% | +0.3% |
| Q3 2019 | $523,000 | -0.4% | 9,053 | -5.4% | 0.31% | -22.2% |
| Q1 2019 | $525,000 | – | 9,568 | – | 0.40% | – |
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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% |