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 2023 | $275,412 | -4.7% | 3,691 | 0.0% | 0.06% | +11.8% |
| Q2 2023 | $288,846 | -51.7% | 3,691 | -54.4% | 0.05% | -65.5% |
| Q1 2023 | $597,427 | +7.4% | 8,097 | +2.8% | 0.15% | 0.0% |
| Q4 2022 | $556,165 | -8.2% | 7,874 | -18.6% | 0.15% | +12.1% |
| Q3 2022 | $605,850 | -9.0% | 9,677 | -2.8% | 0.13% | -8.3% |
| Q2 2022 | $665,494 | -12.0% | 9,951 | -0.2% | 0.14% | -6.5% |
| Q1 2022 | $756,349 | -7.1% | 9,969 | -6.5% | 0.15% | -1.9% |
| Q4 2021 | $814,301 | -87.0% | 10,667 | -87.9% | 0.16% | -88.6% |
| Q3 2021 | $6,271,177 | -0.2% | 88,476 | +1.3% | 1.38% | -3.4% |
| Q2 2021 | $6,282,108 | -17.0% | 87,300 | -20.5% | 1.42% | -16.5% |
| Q1 2021 | $7,569,077 | +13.9% | 109,856 | +2.8% | 1.70% | -50.6% |
| Q4 2020 | $6,647,631 | +19.5% | 106,883 | +4.3% | 3.45% | -3.7% |
| Q3 2020 | $5,562,011 | +0.8% | 102,450 | -3.0% | 3.58% | -3.3% |
| Q2 2020 | $5,518,100 | +152.3% | 105,650 | +123.1% | 3.70% | +118.6% |
| Q1 2020 | $2,187,316 | -26.7% | 47,365 | 0.0% | 1.70% | -3.8% |
| Q4 2019 | $2,984,942 | -15.6% | 47,365 | -22.6% | 1.76% | -17.0% |
| Q3 2019 | $3,535,915 | +2.0% | 61,175 | 0.0% | 2.12% | +9.8% |
| Q2 2019 | $3,465,564 | +66.9% | 61,175 | +61.5% | 1.93% | +44.3% |
| Q1 2019 | $2,076,412 | – | 37,870 | – | 1.34% | – |
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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% |