ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,613,555 | +40.1% | 30,992 | +23.9% | 1.23% | +11.2% |
| Q3 2023 | $1,866,022 | -4.0% | 25,007 | +0.7% | 1.10% | -9.4% |
| Q2 2023 | $1,943,118 | -3.4% | 24,829 | -8.9% | 1.22% | -12.4% |
| Q1 2023 | $2,010,653 | +2.4% | 27,252 | -2.0% | 1.39% | -12.9% |
| Q4 2022 | $1,963,585 | +88.4% | 27,801 | +67.0% | 1.60% | +102.8% |
| Q3 2022 | $1,042,000 | -3.3% | 16,645 | +3.2% | 0.79% | +3.1% |
| Q2 2022 | $1,078,000 | -1.6% | 16,125 | +11.7% | 0.76% | +39.2% |
| Q1 2022 | $1,095,000 | +121.2% | 14,433 | +122.7% | 0.55% | +157.3% |
| Q4 2021 | $495,000 | +7.8% | 6,481 | 0.0% | 0.21% | +8.1% |
| Q3 2021 | $459,000 | – | 6,481 | – | 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% |