ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $581,881 | -4.2% | 7,798 | +0.4% | 0.04% | +2.7% |
| Q2 2023 | $607,683 | +7.6% | 7,765 | +1.4% | 0.04% | 0.0% |
| Q1 2023 | $564,978 | -0.5% | 7,658 | -4.8% | 0.04% | -7.5% |
| Q4 2022 | $567,995 | +111930.6% | 8,042 | -0.8% | 0.04% | 0.0% |
| Q3 2022 | $507 | -0.8% | 8,106 | +6.0% | 0.04% | 0.0% |
| Q2 2022 | $511 | -34.0% | 7,646 | -25.0% | 0.04% | -23.1% |
| Q1 2022 | $774 | +35.8% | 10,195 | +36.6% | 0.05% | +18.2% |
| Q4 2021 | $570 | +10.7% | 7,465 | +2.8% | 0.04% | -12.0% |
| Q3 2021 | $515 | +0.4% | 7,264 | +1.9% | 0.05% | -18.0% |
| Q2 2021 | $513 | +35.4% | 7,127 | +29.7% | 0.06% | +3.4% |
| Q1 2021 | $379 | +41.9% | 5,497 | +27.8% | 0.06% | +11.3% |
| Q4 2020 | $267 | +16.6% | 4,300 | +1.7% | 0.05% | -3.6% |
| Q3 2020 | $229 | -99.9% | 4,227 | -3.3% | 0.06% | -5.2% |
| Q2 2020 | $228,000 | -79.8% | 4,370 | -82.1% | 0.06% | -80.1% |
| Q1 2020 | $1,131,000 | -27.8% | 24,481 | -1.5% | 0.29% | -24.0% |
| Q4 2019 | $1,567,000 | +10.4% | 24,864 | +1.2% | 0.38% | +6.4% |
| Q3 2019 | $1,420,000 | -1.7% | 24,563 | -3.6% | 0.36% | -18.0% |
| Q2 2019 | $1,444,000 | +351.2% | 25,491 | +337.2% | 0.44% | +276.1% |
| Q1 2019 | $320,000 | +13.9% | 5,831 | +1.9% | 0.12% | -28.7% |
| Q4 2018 | $281,000 | – | 5,720 | – | 0.16% | – |
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% |