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 | $4,204,007 | -67.8% | 56,339 | -66.2% | 2.04% | -66.9% |
| Q2 2023 | $13,038,339 | +16.5% | 166,603 | +9.8% | 6.17% | -18.5% |
| Q1 2023 | $11,190,698 | -19.4% | 151,677 | -22.8% | 7.57% | -6.1% |
| Q4 2022 | $13,881,006 | +31.1% | 196,532 | +16.2% | 8.06% | +21.3% |
| Q3 2022 | $10,590,000 | +8.6% | 169,147 | +16.1% | 6.64% | -4.1% |
| Q2 2022 | $9,749,000 | -27.6% | 145,664 | -17.9% | 6.93% | -22.6% |
| Q1 2022 | $13,458,000 | +8.5% | 177,480 | +9.2% | 8.95% | +20.6% |
| Q4 2021 | $12,409,000 | +70.8% | 162,533 | +58.7% | 7.42% | +53.5% |
| Q3 2021 | $7,267,000 | +2684.3% | 102,412 | +2726.7% | 4.83% | +497.4% |
| Q2 2021 | $261,000 | +21.4% | 3,623 | +15.9% | 0.81% | +20.9% |
| Q1 2021 | $215,000 | – | 3,126 | – | 0.67% | – |
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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% |