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 | $2,081,257 | -6.1% | 27,729 | -2.1% | 0.01% | +166.7% |
| Q2 2023 | $2,216,854 | +63.8% | 28,327 | +54.4% | 0.00% | -88.9% |
| Q1 2023 | $1,353,205 | +4.2% | 18,341 | -0.3% | 0.03% | +68.8% |
| Q4 2022 | $1,298,659 | -1.7% | 18,387 | -12.9% | 0.02% | -5.9% |
| Q3 2022 | $1,321,000 | -44.7% | 21,106 | -40.9% | 0.02% | -41.4% |
| Q2 2022 | $2,390,000 | -52.0% | 35,737 | -45.5% | 0.03% | -44.2% |
| Q1 2022 | $4,977,000 | +57.2% | 65,607 | +58.2% | 0.05% | +67.7% |
| Q4 2021 | $3,166,000 | +188.6% | 41,475 | +167.9% | 0.03% | +106.7% |
| Q3 2021 | $1,097,000 | +94.2% | 15,481 | +97.2% | 0.02% | +87.5% |
| Q2 2021 | $565,000 | +4.4% | 7,850 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $541,000 | +54.6% | 7,850 | +39.6% | 0.01% | +50.0% |
| Q4 2020 | $350,000 | +45.2% | 5,624 | +26.4% | 0.01% | +20.0% |
| Q3 2020 | $241,000 | – | 4,449 | – | 0.01% | – |
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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% |