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 | $3,227,131 | +11.2% | 43,248 | +16.7% | 2.01% | +10.4% |
| Q2 2023 | $2,901,218 | +6.0% | 37,072 | -0.0% | 1.82% | -4.6% |
| Q1 2023 | $2,736,488 | +1.7% | 37,090 | -2.4% | 1.91% | -14.8% |
| Q4 2022 | $2,690,150 | +13.0% | 38,000 | +2.7% | 2.24% | +7.3% |
| Q3 2022 | $2,381,000 | +3.6% | 37,000 | +5.7% | 2.09% | +4.1% |
| Q2 2022 | $2,299,000 | -23.1% | 35,000 | -10.3% | 2.01% | -5.7% |
| Q1 2022 | $2,990,000 | +6.7% | 39,000 | +5.4% | 2.13% | +10.7% |
| Q4 2021 | $2,803,000 | +11.4% | 37,000 | +4.3% | 1.92% | +3.3% |
| Q3 2021 | $2,516,000 | +5.1% | 35,491 | +6.6% | 1.86% | +11.8% |
| Q2 2021 | $2,395,000 | +36.7% | 33,280 | +32.7% | 1.67% | +27.6% |
| Q1 2021 | $1,752,000 | +29.4% | 25,070 | +17.0% | 1.31% | +23.2% |
| Q4 2020 | $1,354,000 | – | 21,430 | – | 1.06% | – |
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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% |