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 | $9,322,266 | +44.5% | 125,345 | +50.9% | 0.46% | -43.9% |
| Q2 2023 | $6,450,015 | -25.6% | 83,076 | -29.1% | 0.83% | +90.6% |
| Q1 2023 | $8,666,002 | -15.2% | 117,189 | -19.0% | 0.44% | -8.2% |
| Q4 2022 | $10,216,125 | +46.5% | 144,643 | +29.8% | 0.47% | +13.7% |
| Q3 2022 | $6,974,000 | +11.0% | 111,394 | +18.6% | 0.42% | +14.9% |
| Q2 2022 | $6,281,000 | +487.0% | 93,911 | +566.1% | 0.36% | +830.8% |
| Q1 2022 | $1,070,000 | +56.9% | 14,098 | +57.9% | 0.04% | +56.0% |
| Q4 2021 | $682,000 | – | 8,931 | – | 0.02% | – |
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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% |