ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,710,766 | -3.7% | 518,772 | +1.0% | 0.07% | +7.8% |
| Q2 2023 | $40,201,927 | +3.8% | 513,697 | -2.1% | 0.06% | 0.0% |
| Q1 2023 | $38,715,169 | +6.6% | 524,738 | +2.0% | 0.06% | +3.2% |
| Q4 2022 | $36,323,525 | +9.0% | 514,279 | -3.4% | 0.06% | +5.1% |
| Q3 2022 | $33,334,000 | -5.9% | 532,419 | +0.6% | 0.06% | 0.0% |
| Q2 2022 | $35,406,000 | -12.8% | 529,406 | -1.1% | 0.06% | +15.7% |
| Q1 2022 | $40,616,000 | -6.6% | 535,339 | -6.0% | 0.05% | +6.2% |
| Q4 2021 | $43,475,000 | – | 569,502 | – | 0.05% | – |
Download | ||||||
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% |