ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $232,000 | -63.6% | 3,045 | -66.1% | 0.09% | -63.4% |
| Q3 2021 | $637,000 | -26.8% | 8,981 | -25.7% | 0.24% | -24.9% |
| Q2 2021 | $870,000 | +42.4% | 12,084 | +36.3% | 0.32% | +27.3% |
| Q1 2021 | $611,000 | +43.4% | 8,867 | +29.3% | 0.25% | +33.9% |
| Q4 2020 | $426,000 | +2942.9% | 6,856 | +2557.4% | 0.19% | +1966.7% |
| Q1 2019 | $14,000 | -66.7% | 258 | -69.5% | 0.01% | -71.9% |
| Q4 2018 | $42,000 | – | 846 | – | 0.03% | – |
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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% |