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 | $1,305,711 | -4.3% | 17,498 | +0.3% | 0.67% | +6.7% |
| Q2 2023 | $1,364,787 | +6.1% | 17,439 | 0.0% | 0.62% | -3.4% |
| Q1 2023 | $1,286,659 | +1.9% | 17,439 | -2.5% | 0.65% | -7.8% |
| Q4 2022 | $1,262,945 | +14.8% | 17,881 | +1.7% | 0.70% | +15.5% |
| Q3 2022 | $1,100,000 | -26.1% | 17,575 | -21.1% | 0.61% | -42.6% |
| Q2 2022 | $1,489,000 | -11.8% | 22,264 | 0.0% | 1.06% | +20.8% |
| Q1 2022 | $1,689,000 | -1.0% | 22,264 | -0.4% | 0.88% | +4.0% |
| Q4 2021 | $1,706,000 | +6.5% | 22,349 | -1.1% | 0.84% | -3.3% |
| Q3 2021 | $1,602,000 | -2.5% | 22,602 | -0.3% | 0.87% | +3.0% |
| Q2 2021 | $1,643,000 | +2.9% | 22,678 | -2.1% | 0.85% | -7.7% |
| Q1 2021 | $1,596,000 | +10.8% | 23,169 | +0.0% | 0.92% | +8.6% |
| Q4 2020 | $1,441,000 | – | 23,168 | – | 0.84% | – |
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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% |