ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $681,396 | -10.1% | 9,132 | -5.7% | 0.15% | -6.9% |
| Q2 2023 | $757,756 | +5.2% | 9,683 | -0.8% | 0.16% | +0.6% |
| Q1 2023 | $720,442 | +10.7% | 9,765 | +6.0% | 0.16% | +6.8% |
| Q4 2022 | $650,789 | +18.5% | 9,214 | +5.1% | 0.15% | +5.7% |
| Q3 2022 | $549,000 | -13.0% | 8,766 | -7.1% | 0.14% | -9.1% |
| Q2 2022 | $631,000 | -54.1% | 9,439 | -47.9% | 0.15% | -49.3% |
| Q1 2022 | $1,375,000 | -6.0% | 18,129 | -5.4% | 0.30% | -6.7% |
| Q4 2021 | $1,462,000 | +24.9% | 19,154 | +15.9% | 0.33% | +8.7% |
| Q3 2021 | $1,171,000 | +34.9% | 16,524 | +37.0% | 0.30% | -2.6% |
| Q2 2021 | $868,000 | +5.3% | 12,061 | +0.9% | 0.31% | -3.4% |
| Q1 2021 | $824,000 | +22.1% | 11,954 | +10.1% | 0.32% | +14.7% |
| Q4 2020 | $675,000 | +42.4% | 10,859 | +24.5% | 0.28% | +25.2% |
| Q3 2020 | $474,000 | +10.7% | 8,724 | +6.6% | 0.22% | +2.3% |
| Q2 2020 | $428,000 | +8.6% | 8,186 | -4.1% | 0.22% | -16.2% |
| Q1 2020 | $394,000 | – | 8,535 | – | 0.26% | – |
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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% |