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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,226 | -21.3% | 4,492 | -17.5% | 0.05% | -17.2% |
| Q2 2023 | $425,873 | +21.9% | 5,442 | +14.9% | 0.06% | +12.3% |
| Q1 2023 | $349,353 | +10.0% | 4,735 | +5.3% | 0.06% | +1.8% |
| Q4 2022 | $317,461 | -8.2% | 4,495 | -18.5% | 0.06% | -17.6% |
| Q3 2022 | $346,000 | -11.1% | 5,514 | -5.1% | 0.07% | -9.3% |
| Q2 2022 | $389,000 | -47.6% | 5,808 | -40.6% | 0.08% | -50.7% |
| Q1 2022 | $743,000 | -20.1% | 9,784 | -19.7% | 0.15% | -18.7% |
| Q4 2021 | $930,000 | +3.6% | 12,186 | -3.8% | 0.19% | -7.4% |
| Q3 2021 | $898,000 | -10.0% | 12,664 | -8.7% | 0.20% | -14.0% |
| Q2 2021 | $998,000 | -22.0% | 13,871 | -25.4% | 0.24% | -34.5% |
| Q1 2021 | $1,280,000 | +6.9% | 18,583 | -3.4% | 0.36% | +1.7% |
| Q4 2020 | $1,197,000 | +12.8% | 19,243 | -1.6% | 0.35% | -7.3% |
| Q3 2020 | $1,061,000 | +13.8% | 19,548 | +9.5% | 0.38% | +3.5% |
| Q2 2020 | $932,000 | +4.6% | 17,847 | -7.5% | 0.37% | -23.3% |
| Q1 2020 | $891,000 | – | 19,287 | – | 0.48% | – |
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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% |