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 | $16,563 | -84.5% | 222 | -83.8% | 0.01% | -84.6% |
| Q2 2023 | $107,157 | -27.5% | 1,369 | -31.7% | 0.05% | -34.2% |
| Q1 2023 | $147,877 | +4.9% | 2,004 | +0.5% | 0.08% | -2.5% |
| Q4 2022 | $140,910 | +19.4% | 1,995 | +5.8% | 0.08% | +17.4% |
| Q3 2022 | $118,000 | -5.6% | 1,885 | +0.7% | 0.07% | -11.5% |
| Q2 2022 | $125,000 | -11.3% | 1,872 | +0.5% | 0.08% | +13.0% |
| Q1 2022 | $141,000 | +147.4% | 1,863 | +151.1% | 0.07% | +155.6% |
| Q4 2021 | $57,000 | +29.5% | 742 | +20.7% | 0.03% | 0.0% |
| Q3 2021 | $44,000 | 0.0% | 615 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $44,000 | -12.0% | 615 | -15.8% | 0.03% | -27.0% |
| Q1 2021 | $50,000 | -20.6% | 730 | -27.4% | 0.04% | -28.8% |
| Q4 2020 | $63,000 | +14.5% | 1,005 | 0.0% | 0.05% | -3.7% |
| Q3 2020 | $55,000 | – | 1,005 | – | 0.05% | – |
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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% |