Strategic Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Strategic Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,322,650
+8.6%
61,201
-3.7%
1.66%
+0.6%
Q3 2022$3,980,000
-4.8%
63,575
+1.7%
1.65%
-24.0%
Q2 2022$4,180,00062,4952.17%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders