ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,278,682 | -1.7% | 241,447 | +0.9% | 7.62% | -3.8% |
| Q1 2024 | $21,647,215 | +13.4% | 239,354 | +5.7% | 7.92% | +1.3% |
| Q4 2023 | $19,093,063 | +15.1% | 226,409 | +1.8% | 7.82% | +4.0% |
| Q3 2023 | $16,590,033 | -3.4% | 222,327 | +1.3% | 7.51% | -2.1% |
| Q2 2023 | $17,172,193 | +6.2% | 219,425 | +0.2% | 7.68% | -2.6% |
| Q1 2023 | $16,162,927 | +6.8% | 219,069 | +2.2% | 7.88% | -1.6% |
| Q4 2022 | $15,138,983 | +10.9% | 214,342 | -1.7% | 8.00% | +3.0% |
| Q3 2022 | $13,651,000 | -2.6% | 218,039 | +4.0% | 7.77% | -2.0% |
| Q2 2022 | $14,017,000 | – | 209,578 | – | 7.93% | – |
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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% |