ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,903,589 | -4.5% | 25,510 | +0.1% | 1.02% | -2.8% |
| Q2 2023 | $1,993,551 | +11.8% | 25,473 | +5.4% | 1.05% | -2.0% |
| Q1 2023 | $1,783,051 | +18.3% | 24,167 | +13.2% | 1.07% | +54.0% |
| Q4 2022 | $1,507,555 | +12.1% | 21,344 | -0.7% | 0.70% | -28.5% |
| Q3 2022 | $1,345,000 | +0.9% | 21,486 | +7.8% | 0.97% | +7.0% |
| Q2 2022 | $1,333,000 | -10.8% | 19,937 | +1.3% | 0.91% | +4.8% |
| Q1 2022 | $1,494,000 | -3.0% | 19,690 | -2.5% | 0.87% | +1.0% |
| Q4 2021 | $1,541,000 | +9.0% | 20,192 | +1.2% | 0.86% | -0.6% |
| Q3 2021 | $1,414,000 | +33.1% | 19,951 | +35.1% | 0.86% | +31.9% |
| Q2 2021 | $1,062,000 | +3.9% | 14,764 | -0.5% | 0.66% | +0.3% |
| Q1 2021 | $1,022,000 | +37.0% | 14,839 | +23.7% | 0.65% | +23.0% |
| Q4 2020 | $746,000 | +19.0% | 11,997 | +3.9% | 0.53% | +8.1% |
| Q3 2020 | $627,000 | +4.8% | 11,544 | +0.9% | 0.49% | +1.9% |
| Q2 2020 | $598,000 | +2.0% | 11,441 | -9.8% | 0.48% | -10.9% |
| Q1 2020 | $586,000 | -18.6% | 12,691 | +11.1% | 0.54% | -2.2% |
| Q4 2019 | $720,000 | – | 11,423 | – | 0.55% | – |
Download | ||||||
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% |