ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,151,502 | -5.2% | 42,234 | -0.6% | 3.46% | +0.5% |
| Q2 2023 | $3,325,894 | +0.7% | 42,498 | -5.1% | 3.44% | -4.7% |
| Q1 2023 | $3,302,467 | -44.9% | 44,761 | -47.2% | 3.61% | -21.1% |
| Q4 2022 | $5,989,350 | +26.7% | 84,799 | +12.3% | 4.58% | +19.5% |
| Q3 2022 | $4,728,000 | +7.1% | 75,518 | +14.4% | 3.83% | +10.1% |
| Q2 2022 | $4,414,000 | +9.7% | 65,994 | +24.5% | 3.48% | +26.3% |
| Q1 2022 | $4,023,000 | +17.6% | 53,022 | +18.3% | 2.76% | +33.8% |
| Q4 2021 | $3,421,000 | +27.7% | 44,819 | +18.6% | 2.06% | +13.9% |
| Q3 2021 | $2,678,000 | +4.2% | 37,778 | +5.8% | 1.81% | -1.6% |
| Q2 2021 | $2,570,000 | – | 35,715 | – | 1.84% | – |
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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% |