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 | $24,254,222 | +5.0% | 325,036 | +10.1% | 11.25% | +14.8% |
| Q2 2023 | $23,107,647 | +89.7% | 295,268 | +78.9% | 9.80% | +74.5% |
| Q1 2023 | $12,178,045 | +0.7% | 165,059 | -3.6% | 5.62% | -3.0% |
| Q4 2022 | $12,089,184 | +16.0% | 171,162 | +2.8% | 5.80% | +2.0% |
| Q3 2022 | $10,421,000 | +6.6% | 166,448 | +13.8% | 5.68% | +9.1% |
| Q2 2022 | $9,780,000 | -14.6% | 146,232 | -3.2% | 5.20% | +9.4% |
| Q1 2022 | $11,456,000 | +1.0% | 150,994 | +1.6% | 4.76% | +4.6% |
| Q4 2021 | $11,340,000 | +13.5% | 148,545 | +5.4% | 4.55% | +6.2% |
| Q3 2021 | $9,994,000 | +7.3% | 140,994 | +8.9% | 4.28% | +98.3% |
| Q2 2021 | $9,318,000 | -40.1% | 129,494 | -42.7% | 2.16% | -34.8% |
| Q1 2021 | $15,558,000 | +48.3% | 225,808 | +33.8% | 3.32% | +26.1% |
| Q4 2020 | $10,492,000 | – | 168,712 | – | 2.63% | – |
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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% |