ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,352,418 | -9.0% | 58,328 | -4.5% | 0.17% | -6.2% |
| Q2 2023 | $4,782,240 | +4.5% | 61,107 | -1.5% | 0.18% | -0.6% |
| Q1 2023 | $4,576,636 | +512401.2% | 62,031 | +390.7% | 0.18% | +256.0% |
| Q4 2022 | $893 | -99.8% | 12,641 | +40.0% | 0.05% | +47.1% |
| Q3 2022 | $565,000 | -81.9% | 9,032 | -80.7% | 0.03% | -73.6% |
| Q2 2022 | $3,124,000 | -51.5% | 46,704 | -45.0% | 0.13% | -25.4% |
| Q1 2022 | $6,447,000 | +40.1% | 84,971 | +41.0% | 0.17% | +69.6% |
| Q4 2021 | $4,602,000 | +16.7% | 60,278 | +8.3% | 0.10% | -2.9% |
| Q3 2021 | $3,945,000 | +0.1% | 55,659 | +1.7% | 0.10% | -1.9% |
| Q2 2021 | $3,940,000 | +22.6% | 54,750 | +17.1% | 0.11% | +24.4% |
| Q1 2021 | $3,214,000 | – | 46,751 | – | 0.09% | – |
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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% |