ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,302,642 | +9.7% | 26,128 | +5.0% | 0.44% | -2.0% |
| Q4 2023 | $2,098,826 | +12.2% | 24,888 | -0.8% | 0.45% | -2.6% |
| Q3 2023 | $1,871,430 | -6.1% | 25,079 | -1.5% | 0.46% | -4.8% |
| Q2 2023 | $1,992,551 | +1.8% | 25,460 | -4.0% | 0.48% | -1.0% |
| Q1 2023 | $1,956,503 | +12.8% | 26,518 | +8.0% | 0.49% | -5.6% |
| Q4 2022 | $1,733,867 | +34.0% | 24,548 | +18.8% | 0.52% | -23.4% |
| Q3 2022 | $1,294,000 | -1.4% | 20,661 | +5.3% | 0.68% | +41.4% |
| Q2 2022 | $1,312,000 | -22.2% | 19,613 | -11.7% | 0.48% | -27.5% |
| Q1 2022 | $1,686,000 | -5.5% | 22,220 | -4.9% | 0.66% | -5.2% |
| Q4 2021 | $1,784,000 | – | 23,364 | – | 0.70% | – |
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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% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |
| Cosner Financial Group, LLC | 129,557 | $9,667,558 | 8.52% |