ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,474,088 | -23.8% | 100,162 | -20.1% | 0.07% | -25.5% |
| Q2 2023 | $9,807,152 | -18.8% | 125,315 | -23.5% | 0.10% | -25.2% |
| Q1 2023 | $12,081,867 | -1.2% | 163,755 | -5.4% | 0.13% | +20.2% |
| Q4 2022 | $12,227,183 | -99.9% | 173,116 | -50.0% | 0.11% | -6.0% |
| Q3 2022 | $10,857,847,000 | +64843.2% | 346,496 | +38.6% | 0.12% | -32.6% |
| Q2 2022 | $16,719,000 | +24.1% | 249,983 | +40.8% | 0.17% | +22.9% |
| Q1 2022 | $13,467,000 | -8.7% | 177,506 | -8.2% | 0.14% | -6.0% |
| Q4 2021 | $14,758,000 | +41.2% | 193,316 | +31.1% | 0.15% | +41.9% |
| Q3 2021 | $10,451,000 | -28.1% | 147,443 | -27.0% | 0.10% | -36.4% |
| Q2 2021 | $14,526,000 | +12.0% | 201,865 | +7.3% | 0.16% | 0.0% |
| Q1 2021 | $12,964,000 | +8.6% | 188,155 | -2.8% | 0.16% | +19.6% |
| Q4 2020 | $11,941,000 | -99.9% | 193,604 | -2.7% | 0.14% | -32.0% |
| Q3 2020 | $10,849,000,000 | – | 198,964 | – | 0.20% | – |
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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% |