ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,426 | -0.0% | 1,748 | +4.9% | 0.09% | +3.3% |
| Q2 2023 | $130,449 | -64.5% | 1,666 | -66.6% | 0.09% | -66.8% |
| Q1 2023 | $367,720 | -0.2% | 4,984 | -4.5% | 0.27% | -9.0% |
| Q4 2022 | $368,598 | +328.6% | 5,219 | +277.9% | 0.30% | +281.0% |
| Q3 2022 | $86,000 | -16.5% | 1,381 | -10.3% | 0.08% | -23.3% |
| Q2 2022 | $103,000 | -23.7% | 1,539 | -13.4% | 0.10% | -5.5% |
| Q1 2022 | $135,000 | +11.6% | 1,778 | +12.1% | 0.11% | +19.8% |
| Q4 2021 | $121,000 | +8.0% | 1,586 | +0.2% | 0.09% | +2.2% |
| Q3 2021 | $112,000 | -17.0% | 1,583 | -15.8% | 0.09% | -15.2% |
| Q2 2021 | $135,000 | +21.6% | 1,881 | +16.9% | 0.10% | +14.1% |
| Q1 2021 | $111,000 | +73.4% | 1,609 | +57.1% | 0.09% | +55.9% |
| Q4 2020 | $64,000 | – | 1,024 | – | 0.06% | – |
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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% |