ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,524,438 | +10.8% | 100,837 | +16.2% | 5.10% | +7.6% |
| Q2 2023 | $6,791,305 | +30.4% | 86,779 | +23.0% | 4.74% | +15.1% |
| Q1 2023 | $5,206,773 | +12.2% | 70,572 | +7.4% | 4.12% | -0.2% |
| Q4 2022 | $4,641,914 | +13.1% | 65,722 | +0.2% | 4.13% | +8.5% |
| Q3 2022 | $4,106,000 | +0.5% | 65,575 | +7.3% | 3.81% | +3.8% |
| Q2 2022 | $4,086,000 | -4.4% | 61,101 | +8.4% | 3.67% | -3.2% |
| Q1 2022 | $4,276,000 | -7.6% | 56,357 | -7.1% | 3.79% | -6.2% |
| Q4 2021 | $4,630,000 | +2.3% | 60,651 | -5.0% | 4.04% | -4.3% |
| Q3 2021 | $4,527,000 | +2.4% | 63,865 | +4.0% | 4.22% | -0.9% |
| Q2 2021 | $4,421,000 | +6.4% | 61,435 | +1.8% | 4.26% | -3.1% |
| Q1 2021 | $4,156,000 | +8.3% | 60,325 | -2.2% | 4.40% | +16.8% |
| Q4 2020 | $3,836,000 | – | 61,697 | – | 3.76% | – |
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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% |