ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $3,000 | -100.0% | 38 | -100.0% | 0.00% | -99.9% |
Q2 2021 | $14,321,000 | +32.5% | 199,009 | +26.9% | 5.71% | +0.8% |
Q1 2021 | $10,807,000 | +89.4% | 156,851 | +71.0% | 5.67% | +68.2% |
Q4 2020 | $5,705,000 | +208.2% | 91,730 | +169.1% | 3.37% | +148.2% |
Q3 2020 | $1,851,000 | – | 34,091 | – | 1.36% | – |
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% |