ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,701 | -9.5% | 4,820 | -5.1% | 0.09% | -5.2% |
| Q2 2023 | $397,439 | +10.7% | 5,078 | +4.3% | 0.10% | +4.3% |
| Q1 2023 | $359,076 | +7.5% | 4,867 | +2.9% | 0.09% | +2.2% |
| Q4 2022 | $334,177 | +11.8% | 4,731 | -0.9% | 0.09% | +9.6% |
| Q3 2022 | $299,000 | -5.7% | 4,776 | +0.5% | 0.08% | -2.4% |
| Q2 2022 | $317,000 | -11.7% | 4,754 | +0.3% | 0.08% | 0.0% |
| Q1 2022 | $359,000 | -0.6% | 4,740 | +0.2% | 0.08% | +2.4% |
| Q4 2021 | $361,000 | +8.1% | 4,730 | +0.3% | 0.08% | -1.2% |
| Q3 2021 | $334,000 | -3.2% | 4,715 | -1.9% | 0.08% | -4.5% |
| Q2 2021 | $345,000 | +4.5% | 4,806 | +0.2% | 0.09% | -4.3% |
| Q1 2021 | $330,000 | +7.5% | 4,796 | -2.9% | 0.09% | -1.1% |
| Q4 2020 | $307,000 | +10.4% | 4,941 | -3.7% | 0.09% | -5.1% |
| Q3 2020 | $278,000 | +5.7% | 5,129 | +1.5% | 0.10% | -1.0% |
| Q2 2020 | $263,000 | +28.9% | 5,055 | +8.9% | 0.10% | +2.1% |
| Q1 2020 | $204,000 | -25.3% | 4,641 | +7.4% | 0.10% | +6.6% |
| Q4 2019 | $273,000 | +14.2% | 4,321 | +2.7% | 0.09% | +4.6% |
| Q3 2019 | $239,000 | -14.3% | 4,208 | -14.0% | 0.09% | -16.3% |
| Q2 2019 | $279,000 | – | 4,893 | – | 0.10% | – |
Download | ||||||
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% |