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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,456,249 | -5.8% | 46,318 | -1.2% | 0.64% | -4.9% |
| Q2 2023 | $3,667,342 | +4.6% | 46,861 | -1.4% | 0.68% | -0.6% |
| Q1 2023 | $3,506,099 | -14.2% | 47,521 | -17.9% | 0.68% | -21.6% |
| Q4 2022 | $4,087,923 | +12.6% | 57,878 | -0.2% | 0.87% | -1.4% |
| Q3 2022 | $3,631,000 | -8.4% | 57,999 | -2.1% | 0.88% | -9.0% |
| Q2 2022 | $3,962,000 | -13.1% | 59,238 | -1.5% | 0.97% | -5.2% |
| Q1 2022 | $4,561,000 | -5.8% | 60,115 | -5.2% | 1.02% | -14.5% |
| Q4 2021 | $4,842,000 | +5.9% | 63,433 | -1.7% | 1.19% | -4.2% |
| Q3 2021 | $4,573,000 | -5.2% | 64,514 | -3.7% | 1.24% | -12.0% |
| Q2 2021 | $4,822,000 | +3.4% | 67,008 | -1.0% | 1.41% | -1.0% |
| Q1 2021 | $4,663,000 | +9.7% | 67,674 | -1.0% | 1.43% | -0.1% |
| Q4 2020 | $4,249,000 | +14.2% | 68,324 | -0.3% | 1.43% | -1.2% |
| Q3 2020 | $3,721,000 | +3.6% | 68,533 | -0.3% | 1.45% | -4.0% |
| Q2 2020 | $3,592,000 | +13.8% | 68,767 | +0.6% | 1.51% | -8.2% |
| Q1 2020 | $3,157,000 | -26.6% | 68,353 | +0.2% | 1.64% | -4.0% |
| Q4 2019 | $4,299,000 | +7.5% | 68,218 | -1.4% | 1.71% | +1.0% |
| Q3 2019 | $3,999,000 | -2.7% | 69,181 | -4.7% | 1.69% | -4.9% |
| Q2 2019 | $4,110,000 | -2.9% | 72,555 | -6.0% | 1.78% | -5.6% |
| Q1 2019 | $4,234,000 | +11.5% | 77,221 | -0.2% | 1.88% | +0.3% |
| Q4 2018 | $3,798,000 | -16.6% | 77,362 | -4.2% | 1.88% | +6.8% |
| Q3 2018 | $4,554,000 | +0.6% | 80,765 | -4.2% | 1.76% | +4.1% |
| Q2 2018 | $4,526,000 | +0.8% | 84,311 | -0.3% | 1.69% | +7.4% |
| Q1 2018 | $4,491,000 | -5.3% | 84,551 | -1.2% | 1.58% | -2.2% |
| Q4 2017 | $4,741,000 | +4.5% | 85,569 | -1.3% | 1.61% | +0.6% |
| Q3 2017 | $4,539,000 | -0.3% | 86,698 | -3.0% | 1.60% | -2.2% |
| Q2 2017 | $4,552,000 | -0.8% | 89,353 | -1.7% | 1.64% | -3.1% |
| Q1 2017 | $4,587,000 | -1.5% | 90,875 | -4.1% | 1.69% | -6.6% |
| Q4 2016 | $4,658,000 | +1.7% | 94,800 | -4.6% | 1.81% | -4.1% |
| Q3 2016 | $4,581,000 | -5.9% | 99,381 | +174.1% | 1.88% | -15.6% |
| Q2 2016 | $4,869,000 | -3.1% | 36,262 | -7.1% | 2.23% | -13.4% |
| Q1 2016 | $5,025,000 | -5.8% | 39,034 | -6.7% | 2.58% | -15.2% |
| Q4 2015 | $5,332,000 | +3.3% | 41,857 | -1.4% | 3.04% | -6.3% |
| Q3 2015 | $5,164,000 | -10.7% | 42,464 | -1.0% | 3.25% | -6.2% |
| Q2 2015 | $5,783,000 | -1.3% | 42,897 | -1.2% | 3.46% | -8.4% |
| Q1 2015 | $5,860,000 | +0.9% | 43,426 | -1.3% | 3.78% | -6.2% |
| Q4 2014 | $5,805,000 | 0.0% | 43,976 | -1.2% | 4.03% | 0.0% |
| Q3 2014 | $5,805,000 | -3.5% | 44,527 | -1.9% | 4.03% | -0.7% |
| Q2 2014 | $6,017,000 | +3.0% | 45,393 | -1.9% | 4.06% | -0.4% |
| Q1 2014 | $5,843,000 | +0.5% | 46,262 | -1.8% | 4.07% | -1.2% |
| Q4 2013 | $5,815,000 | – | 47,122 | – | 4.12% | – |
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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% |