ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,981,052 | -5.7% | 26,549 | -1.1% | 1.39% | -8.3% |
Q2 2023 | $2,101,253 | +0.4% | 26,850 | -5.4% | 1.52% | -7.2% |
Q1 2023 | $2,093,850 | +0.7% | 28,380 | -3.6% | 1.64% | -3.8% |
Q4 2022 | $2,079,796 | -45.7% | 29,446 | -51.9% | 1.70% | -52.5% |
Q3 2022 | $3,832,000 | -73.8% | 61,208 | -70.5% | 3.58% | +39.3% |
Q2 2022 | $14,624,000 | +131.6% | 207,472 | +149.3% | 2.57% | -18.7% |
Q1 2022 | $6,314,000 | +23.3% | 83,222 | +24.1% | 3.16% | +12.9% |
Q4 2021 | $5,120,000 | -19.4% | 67,072 | -25.2% | 2.80% | -19.0% |
Q3 2021 | $6,354,000 | -56.9% | 89,654 | -56.2% | 3.46% | -55.1% |
Q2 2021 | $14,736,000 | +9.3% | 204,777 | +4.6% | 7.69% | +2.3% |
Q1 2021 | $13,485,000 | +13.5% | 195,725 | +2.5% | 7.51% | +2.1% |
Q4 2020 | $11,878,000 | -13.6% | 191,001 | -24.5% | 7.36% | -22.0% |
Q3 2020 | $13,743,000 | – | 253,148 | – | 9.44% | – |
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% |