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 | $6,124,659 | -6.7% | 82,081 | -2.2% | 5.08% | +2.9% |
| Q2 2023 | $6,565,563 | +6.8% | 83,894 | +0.8% | 4.93% | +2.9% |
| Q1 2023 | $6,147,785 | +1.0% | 83,232 | -3.5% | 4.79% | +4.4% |
| Q4 2022 | $6,089,060 | +10.0% | 86,244 | -2.5% | 4.59% | -2.9% |
| Q3 2022 | $5,537,000 | -5.7% | 88,471 | +0.7% | 4.73% | +0.1% |
| Q2 2022 | $5,874,000 | -13.6% | 87,827 | -1.9% | 4.72% | +3.9% |
| Q1 2022 | $6,795,000 | +1.8% | 89,564 | +2.5% | 4.54% | +7.5% |
| Q4 2021 | $6,672,000 | +11.9% | 87,418 | +3.9% | 4.23% | -3.6% |
| Q3 2021 | $5,962,000 | +1.2% | 84,111 | +2.6% | 4.39% | +1.3% |
| Q2 2021 | $5,894,000 | +1.1% | 81,965 | -3.1% | 4.33% | -6.8% |
| Q1 2021 | $5,829,000 | +14.2% | 84,594 | +2.9% | 4.65% | +5.9% |
| Q4 2020 | $5,106,000 | +19.0% | 82,196 | +4.0% | 4.39% | +13.5% |
| Q3 2020 | $4,290,000 | +10.3% | 79,020 | +6.1% | 3.86% | -9.5% |
| Q2 2020 | $3,888,000 | +13.9% | 74,501 | +0.7% | 4.27% | +3.7% |
| Q1 2020 | $3,413,000 | -25.6% | 73,960 | +1.6% | 4.12% | -15.9% |
| Q4 2019 | $4,588,000 | – | 72,813 | – | 4.90% | – |
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% |