ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 312 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,956 | +12.8% | 3,482 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $218,000 | -5.2% | 3,480 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $230,000 | -11.5% | 3,435 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | +157.4% | 3,432 | +75.5% | 0.00% | +200.0% |
| Q2 2020 | $101,000 | -3.8% | 1,955 | -13.7% | 0.00% | 0.0% |
| Q1 2020 | $105,000 | +36.4% | 2,266 | +86.5% | 0.00% | 0.0% |
| Q4 2019 | $77,000 | +16.7% | 1,215 | +7.5% | 0.00% | 0.0% |
| Q3 2019 | $66,000 | +4.8% | 1,130 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $63,000 | +6.8% | 1,126 | +5.4% | 0.00% | 0.0% |
| Q1 2019 | $59,000 | -6.3% | 1,068 | -17.0% | 0.00% | 0.0% |
| Q4 2018 | $63,000 | -13.7% | 1,287 | -2.3% | 0.00% | 0.0% |
| Q3 2018 | $73,000 | +7.4% | 1,317 | +4.8% | 0.00% | 0.0% |
| Q2 2018 | $68,000 | 0.0% | 1,257 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $68,000 | – | 1,257 | – | 0.00% | – |
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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% |