ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,026,800 | -2.1% | 509,606 | +2.7% | 5.98% | -5.1% |
| Q2 2023 | $38,829,951 | +8.8% | 496,166 | +2.5% | 6.30% | -0.1% |
| Q1 2023 | $35,703,470 | -8.4% | 483,918 | -12.3% | 6.31% | -15.2% |
| Q4 2022 | $38,970,173 | +7.4% | 551,751 | -4.8% | 7.44% | -7.9% |
| Q3 2022 | $36,289,000 | -2.8% | 579,599 | +3.8% | 8.08% | -3.4% |
| Q2 2022 | $37,327,000 | -7.4% | 558,126 | +4.7% | 8.37% | -5.7% |
| Q1 2022 | $40,311,000 | +2.9% | 533,216 | +3.9% | 8.88% | +1.3% |
| Q4 2021 | $39,187,000 | – | 513,325 | – | 8.76% | – |
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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% |