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 | $21,639,898 | +50.7% | 288,454 | +56.2% | 5.30% | +50.3% |
| Q2 2023 | $14,363,928 | +16.6% | 184,706 | +9.5% | 3.53% | +10.5% |
| Q1 2023 | $12,320,920 | -4.6% | 168,734 | -4.6% | 3.19% | -6.6% |
| Q4 2022 | $12,920,561 | +102.7% | 176,873 | +75.7% | 3.42% | +64.0% |
| Q3 2022 | $6,373,000 | -26.2% | 100,652 | -21.5% | 2.08% | -18.3% |
| Q2 2022 | $8,630,000 | -23.3% | 128,262 | -15.2% | 2.55% | -3.5% |
| Q1 2022 | $11,253,000 | +44.5% | 151,245 | +49.4% | 2.64% | +22.4% |
| Q4 2021 | $7,785,000 | +58.3% | 101,218 | +48.4% | 2.16% | +26.1% |
| Q3 2021 | $4,918,000 | +8.7% | 68,215 | +8.3% | 1.71% | +11.3% |
| Q2 2021 | $4,524,000 | -27.2% | 63,003 | -8.4% | 1.54% | -6.3% |
| Q1 2021 | $6,211,000 | +354.7% | 68,804 | +208.7% | 1.64% | +235.1% |
| Q4 2020 | $1,366,000 | +457.6% | 22,288 | +393.8% | 0.49% | +390.0% |
| Q3 2020 | $245,000 | – | 4,514 | – | 0.10% | – |
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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% |