ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,927,906 | -3.4% | 30,792 | +3.2% | 0.08% | 0.0% |
| Q2 2022 | $1,995,329 | -10.9% | 29,834 | +1.1% | 0.08% | +7.9% |
| Q1 2022 | $2,239,020 | +15.4% | 29,511 | +16.1% | 0.08% | +16.9% |
| Q4 2021 | $1,940,763 | +34.9% | 25,423 | +25.2% | 0.06% | +20.4% |
| Q3 2021 | $1,438,712 | +6.7% | 20,298 | +8.3% | 0.05% | +3.8% |
| Q2 2021 | $1,348,887 | +4.6% | 18,745 | +0.2% | 0.05% | -7.1% |
| Q1 2021 | $1,289,424 | +47.9% | 18,714 | +33.5% | 0.06% | +24.4% |
| Q4 2020 | $872,008 | +15.3% | 14,022 | +0.6% | 0.04% | +2.3% |
| Q3 2020 | $756,462 | -9.1% | 13,934 | -12.6% | 0.04% | -18.5% |
| Q2 2020 | $832,633 | +36.3% | 15,942 | +20.5% | 0.05% | +5.9% |
| Q1 2020 | $610,815 | -9.6% | 13,227 | +23.4% | 0.05% | +6.2% |
| Q4 2019 | $675,674 | +8.5% | 10,722 | -0.5% | 0.05% | -5.9% |
| Q3 2019 | $622,606 | +4.9% | 10,772 | +2.8% | 0.05% | +2.0% |
| Q2 2019 | $593,740 | +11.9% | 10,481 | +8.3% | 0.05% | 0.0% |
| Q1 2019 | $530,425 | +70.2% | 9,674 | +52.3% | 0.05% | +28.2% |
| Q4 2018 | $311,722 | +68.8% | 6,350 | +93.8% | 0.04% | +85.7% |
| Q3 2018 | $184,701 | +139.6% | 3,276 | +128.1% | 0.02% | +110.0% |
| Q2 2018 | $77,084 | +38.6% | 1,436 | +37.2% | 0.01% | +25.0% |
| Q1 2018 | $55,617 | -47.7% | 1,047 | -45.4% | 0.01% | -52.9% |
| Q4 2017 | $106,257 | – | 1,918 | – | 0.02% | – |
Download | ||||||
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% |