ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,825,751 | -6.6% | 37,869 | -2.1% | 1.22% | -3.9% |
| Q2 2023 | $3,026,750 | +4.0% | 38,676 | -1.9% | 1.27% | -4.1% |
| Q1 2023 | $2,909,106 | +2.8% | 39,429 | -1.5% | 1.33% | -6.7% |
| Q4 2022 | $2,828,681 | +25.4% | 40,049 | +11.1% | 1.42% | +15.5% |
| Q3 2022 | $2,256,000 | -4.6% | 36,035 | +1.9% | 1.23% | +3.3% |
| Q2 2022 | $2,365,000 | +1.2% | 35,355 | +14.8% | 1.19% | +21.0% |
| Q1 2022 | $2,336,000 | +3.5% | 30,790 | +4.2% | 0.99% | +7.2% |
| Q4 2021 | $2,256,000 | +111.2% | 29,557 | +96.2% | 0.92% | +95.7% |
| Q3 2021 | $1,068,000 | +97.4% | 15,062 | +100.3% | 0.47% | +96.7% |
| Q2 2021 | $541,000 | – | 7,520 | – | 0.24% | – |
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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% |