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 | $2,715,273 | -5.1% | 36,388 | -0.5% | 1.23% | -3.1% |
| Q2 2023 | $2,860,638 | +2.5% | 36,553 | -3.4% | 1.27% | +6.4% |
| Q1 2023 | $2,790,950 | +16.8% | 37,828 | +11.9% | 1.19% | +12.6% |
| Q4 2022 | $2,388,565 | +11.9% | 33,818 | -0.8% | 1.06% | +2.9% |
| Q3 2022 | $2,135,000 | -4.6% | 34,099 | +1.9% | 1.03% | 0.0% |
| Q2 2022 | $2,237,000 | +67.3% | 33,449 | +89.7% | 1.03% | +86.2% |
| Q1 2022 | $1,337,000 | +24.5% | 17,628 | +25.3% | 0.55% | +33.3% |
| Q4 2021 | $1,074,000 | +6.9% | 14,064 | -0.9% | 0.41% | +1.2% |
| Q3 2021 | $1,005,000 | -5.2% | 14,185 | -3.7% | 0.41% | -6.0% |
| Q2 2021 | $1,060,000 | -3.7% | 14,730 | -7.8% | 0.44% | -11.0% |
| Q1 2021 | $1,101,000 | +8.3% | 15,978 | -2.3% | 0.49% | +2.9% |
| Q4 2020 | $1,017,000 | – | 16,354 | – | 0.48% | – |
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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% |