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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $12,657,976 | +7.4% | 139,960 | +0.1% | 6.57% | +130.2% |
| Q4 2023 | $11,790,430 | +13.6% | 139,813 | +0.5% | 2.85% | +2.7% |
| Q3 2023 | $10,380,164 | -4.6% | 139,107 | +0.0% | 2.78% | -66.1% |
| Q2 2023 | $10,883,540 | +4.9% | 139,069 | -1.1% | 8.20% | +1.1% |
| Q1 2023 | $10,371,402 | +3.2% | 140,572 | -1.2% | 8.11% | -5.6% |
| Q4 2022 | $10,052,062 | – | 142,320 | – | 8.60% | – |
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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% |