ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 476 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $151,798 | -0.8% | 1,722 | +1.8% | 0.06% | -3.4% |
| Q1 2024 | $153,039 | +11.3% | 1,692 | +3.7% | 0.06% | +3.6% |
| Q4 2023 | $137,534 | +18.5% | 1,631 | +4.9% | 0.06% | +5.7% |
| Q3 2023 | $116,023 | -2.3% | 1,555 | +2.4% | 0.05% | +1.9% |
| Q2 2023 | $118,787 | +6.5% | 1,518 | +0.4% | 0.05% | -1.9% |
| Q1 2023 | $111,579 | +5.0% | 1,512 | +0.5% | 0.05% | -1.9% |
| Q4 2022 | $106,295 | +13.5% | 1,505 | +0.6% | 0.05% | +1.9% |
| Q3 2022 | $93,654 | -5.7% | 1,496 | +0.7% | 0.05% | -5.4% |
| Q2 2022 | $99,325 | -11.5% | 1,485 | +0.5% | 0.06% | +7.7% |
| Q1 2022 | $112,169 | +2.2% | 1,478 | +2.9% | 0.05% | 0.0% |
| Q4 2021 | $109,720 | +8.3% | 1,437 | +0.5% | 0.05% | +2.0% |
| Q3 2021 | $101,348 | -0.9% | 1,430 | +0.6% | 0.05% | +2.0% |
| Q2 2021 | $102,278 | +7107.8% | 1,421 | -98.5% | 0.05% | -29.6% |
| Q1 2021 | $1,419 | -98.4% | 97,801 | +6806.9% | 0.07% | +42.0% |
| Q4 2020 | $88,044 | +14.9% | 1,416 | +0.4% | 0.05% | 0.0% |
| Q3 2020 | $76,598 | +4.3% | 1,411 | +0.4% | 0.05% | -5.7% |
| Q2 2020 | $73,413 | +13.4% | 1,406 | +0.4% | 0.05% | +1.9% |
| Q1 2020 | $64,716 | -26.1% | 1,401 | +0.9% | 0.05% | -13.3% |
| Q4 2019 | $87,549 | – | 1,389 | – | 0.06% | – |
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% |
| 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% |