ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,271 | -4.7% | 3,997 | 0.0% | 0.24% | -9.5% |
| Q2 2023 | $312,822 | +15.6% | 3,997 | +9.0% | 0.26% | -12.7% |
| Q1 2023 | $270,655 | +0.8% | 3,668 | -3.5% | 0.30% | -9.4% |
| Q4 2022 | $268,402 | +17.2% | 3,800 | +4.0% | 0.33% | +6.8% |
| Q3 2022 | $229,000 | -22.1% | 3,654 | -16.9% | 0.31% | -9.6% |
| Q2 2022 | $294,000 | -2.6% | 4,395 | +10.6% | 0.34% | +21.2% |
| Q1 2022 | $302,000 | 0.0% | 3,975 | +0.5% | 0.28% | +5.2% |
| Q4 2021 | $302,000 | – | 3,956 | – | 0.27% | – |
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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% |