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 | $614,776 | -35.1% | 8,239 | -32.0% | 0.49% | -35.0% |
| Q2 2023 | $947,709 | -2.8% | 12,110 | -8.4% | 0.75% | -10.3% |
| Q1 2023 | $975,501 | -11.7% | 13,222 | -15.4% | 0.83% | -17.0% |
| Q4 2022 | $1,104,194 | +12.8% | 15,634 | -0.0% | 1.00% | -0.8% |
| Q3 2022 | $979,000 | -4.2% | 15,640 | +2.3% | 1.01% | -4.1% |
| Q2 2022 | $1,022,000 | -16.6% | 15,283 | -5.4% | 1.06% | -5.0% |
| Q1 2022 | $1,225,000 | +2.1% | 16,150 | +2.7% | 1.11% | +4.7% |
| Q4 2021 | $1,200,000 | – | 15,718 | – | 1.06% | – |
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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% |