ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 265 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,551,868 | -4.4% | 74,343 | -1.9% | 0.32% | -7.0% |
| Q1 2024 | $6,851,251 | +8.4% | 75,755 | +1.1% | 0.34% | -3.1% |
| Q4 2023 | $6,321,461 | +11.8% | 74,961 | -1.0% | 0.35% | -3.8% |
| Q3 2023 | $5,651,943 | -4.7% | 75,743 | 0.0% | 0.37% | +7.6% |
| Q2 2023 | $5,927,647 | +6.1% | 75,743 | 0.0% | 0.34% | -1.2% |
| Q1 2023 | $5,588,319 | +0.3% | 75,743 | -4.0% | 0.34% | -11.6% |
| Q4 2022 | $5,569,882 | +26.5% | 78,860 | +12.1% | 0.39% | +7.5% |
| Q3 2022 | $4,403,000 | -6.4% | 70,331 | 0.0% | 0.36% | -11.1% |
| Q2 2022 | $4,704,000 | -13.0% | 70,331 | -1.3% | 0.41% | +10.0% |
| Q1 2022 | $5,404,000 | -1.5% | 71,231 | -0.9% | 0.37% | -4.9% |
| Q4 2021 | $5,487,000 | +8.7% | 71,877 | +1.0% | 0.39% | -3.0% |
| Q3 2021 | $5,046,000 | -3.4% | 71,186 | -1.9% | 0.40% | -3.8% |
| Q2 2021 | $5,223,000 | -0.6% | 72,586 | -4.8% | 0.42% | -5.2% |
| Q1 2021 | $5,256,000 | +8.8% | 76,279 | -1.8% | 0.44% | +8.1% |
| Q4 2020 | $4,832,000 | +15.1% | 77,702 | +0.5% | 0.41% | -2.9% |
| Q3 2020 | $4,197,000 | -5.9% | 77,308 | -9.5% | 0.42% | -10.3% |
| Q2 2020 | $4,461,000 | -31.8% | 85,413 | -39.7% | 0.47% | -40.2% |
| Q1 2020 | $6,543,000 | -22.3% | 141,678 | +6.0% | 0.78% | -4.6% |
| Q4 2019 | $8,419,000 | +9.0% | 133,600 | 0.0% | 0.82% | +4.9% |
| Q3 2019 | $7,722,000 | -1.4% | 133,600 | -3.4% | 0.78% | +3.9% |
| Q2 2019 | $7,831,000 | +3.7% | 138,236 | +0.3% | 0.75% | +1.1% |
| Q1 2019 | $7,553,000 | +8.8% | 137,754 | -2.6% | 0.74% | -1.2% |
| Q4 2018 | $6,941,000 | – | 141,390 | – | 0.75% | – |
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% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |
| Cosner Financial Group, LLC | 129,557 | $9,667,558 | 8.52% |