ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 417 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,517,710 | +89.9% | 300,893 | +94.8% | 7.51% | +116.5% |
| Q1 2024 | $13,966,861 | -46.6% | 154,429 | -50.2% | 3.47% | -55.0% |
| Q4 2023 | $26,172,516 | +13.2% | 310,356 | +0.1% | 7.70% | +5.6% |
| Q3 2023 | $23,127,374 | -3.0% | 309,936 | +1.8% | 7.29% | -1.4% |
| Q2 2023 | $23,835,229 | +120.0% | 304,565 | +107.4% | 7.40% | +1.4% |
| Q1 2023 | $10,832,713 | +22.5% | 146,825 | +4.0% | 7.30% | +8.5% |
| Q3 2022 | $8,841,000 | -6.8% | 141,210 | -0.4% | 6.73% | -3.6% |
| Q2 2022 | $9,482,000 | -56.8% | 141,778 | -51.0% | 6.98% | +3.3% |
| Q1 2022 | $21,933,000 | +109.8% | 289,077 | +111.1% | 6.76% | +1.7% |
| Q4 2021 | $10,452,000 | -41.1% | 136,915 | -45.3% | 6.65% | +10.7% |
| Q3 2021 | $17,731,000 | +122.2% | 250,175 | +125.7% | 6.01% | +8.0% |
| Q2 2021 | $7,978,000 | +8.6% | 110,862 | +4.0% | 5.56% | +2.5% |
| Q1 2021 | $7,345,000 | +14.8% | 106,599 | +3.6% | 5.43% | +13.3% |
| Q4 2020 | $6,400,000 | +16.3% | 102,903 | +1.5% | 4.79% | +9.2% |
| Q3 2020 | $5,501,000 | +5.4% | 101,398 | -48.3% | 4.39% | +2.1% |
| Q2 2020 | $5,218,000 | +20.5% | 196,299 | +109.3% | 4.30% | +2.0% |
| Q1 2020 | $4,331,000 | -21.1% | 93,784 | +7.8% | 4.22% | -2.4% |
| Q4 2019 | $5,486,000 | – | 87,037 | – | 4.32% | – |
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% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |
| Cosner Financial Group, LLC | 129,557 | $9,667,558 | 8.52% |