ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,065 | -18.8% | 5,750 | -14.8% | 0.08% | -24.3% |
| Q2 2023 | $528,255 | +6.1% | 6,750 | 0.0% | 0.10% | -8.0% |
| Q1 2023 | $498,015 | +4.5% | 6,750 | 0.0% | 0.11% | -3.4% |
| Q4 2022 | $476,753 | +12.7% | 6,750 | 0.0% | 0.12% | -6.5% |
| Q3 2022 | $423,000 | -8.4% | 6,750 | -2.2% | 0.12% | -8.8% |
| Q2 2022 | $462,000 | +61.5% | 6,900 | +84.0% | 0.14% | +40.2% |
| Q1 2022 | $286,000 | 0.0% | 3,750 | 0.0% | 0.10% | +5.4% |
| Q4 2021 | $286,000 | +7.5% | 3,750 | 0.0% | 0.09% | -37.8% |
| Q3 2021 | $266,000 | -1.5% | 3,750 | 0.0% | 0.15% | +0.7% |
| Q2 2021 | $270,000 | – | 3,750 | – | 0.15% | – |
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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% |