ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,519,677 | -1.8% | 274,989 | +3.0% | 17.07% | +6.8% |
| Q2 2023 | $20,903,979 | +5.6% | 267,109 | -0.4% | 15.98% | +9.1% |
| Q1 2023 | $19,793,402 | +11.6% | 268,276 | +6.8% | 14.65% | +6.7% |
| Q4 2022 | $17,739,490 | +17.0% | 251,161 | +3.7% | 13.73% | +10.7% |
| Q3 2022 | $15,164,000 | -3.0% | 242,198 | +3.6% | 12.40% | +0.0% |
| Q2 2022 | $15,639,000 | -10.4% | 233,833 | +1.7% | 12.40% | +3.9% |
| Q1 2022 | $17,450,000 | +7.7% | 229,999 | +8.4% | 11.93% | +19.2% |
| Q4 2021 | $16,198,000 | – | 212,184 | – | 10.01% | – |
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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% |