ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 623 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $433,578 | -6.6% | 4,920 | -4.2% | 0.24% | -12.8% |
| Q1 2024 | $464,387 | -5.4% | 5,135 | -11.8% | 0.27% | -20.3% |
| Q4 2023 | $490,948 | -20.1% | 5,822 | -29.3% | 0.34% | -29.2% |
| 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 | 537,078 | $48,573,344 | 23.93% |
| SOUTHERN CAPITAL ADVISORS, LLC | 251,258 | $22,723,803 | 13.80% |
| Veracity Capital LLC | 351,114 | $31,754,719 | 12.34% |
| ForthRight Wealth Management, LLC | 325,161 | $29,407,524 | 10.56% |
| ASPIRIANT, LLC | 2,755,107 | $249,174,449 | 10.31% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 204,374 | $17,925,644 | 9.40% |
| Cosner Financial Group, LLC | 142,994 | $12,932,387 | 9.26% |
| McGlone Suttner Wealth Management, Inc. | 543,626 | $49,165,530 | 9.22% |
| COREPATH WEALTH PARTNERS LLC | 93,651 | $8,200,087 | 9.08% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 99,919 | $9,036,694 | 8.68% |