ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,828,653 | -2.7% | 239,955 | +4.3% | 10.75% | -0.0% |
| Q2 2023 | $18,323,081 | +8.5% | 230,016 | +1.2% | 10.75% | +1.4% |
| Q1 2023 | $16,881,946 | +5.0% | 227,213 | +2.6% | 10.60% | -1.1% |
| Q4 2022 | $16,085,527 | +13.4% | 221,350 | +1.6% | 10.72% | +1.8% |
| Q3 2022 | $14,179,000 | +1.9% | 217,867 | +3.4% | 10.53% | +2.2% |
| Q2 2022 | $13,918,000 | -12.3% | 210,617 | -1.2% | 10.30% | -6.7% |
| Q1 2022 | $15,864,000 | +4.5% | 213,114 | +8.0% | 11.04% | +1.6% |
| Q4 2021 | $15,179,000 | +10.7% | 197,380 | +3.7% | 10.86% | +3.2% |
| Q3 2021 | $13,713,000 | +1.9% | 190,426 | +3.5% | 10.53% | +1.1% |
| Q2 2021 | $13,455,000 | +13.8% | 183,907 | +9.3% | 10.41% | +0.2% |
| Q1 2021 | $11,821,000 | +29.1% | 168,321 | +15.2% | 10.40% | +9.0% |
| Q4 2020 | $9,153,000 | – | 146,052 | – | 9.54% | – |
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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% |