ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $649 | -41.7% | 8,671 | -39.7% | 0.00% | -33.3% |
| Q2 2023 | $1,114 | -10.2% | 14,372 | -15.7% | 0.00% | 0.0% |
| Q1 2023 | $1,240 | -46.8% | 17,041 | -48.2% | 0.00% | -50.0% |
| Q4 2022 | $2,332 | -99.7% | 32,912 | +155.1% | 0.01% | +200.0% |
| Q3 2022 | $816,000 | +32.3% | 12,904 | +39.9% | 0.00% | 0.0% |
| Q2 2022 | $617,000 | -99.9% | 9,224 | -99.8% | 0.00% | -99.8% |
| Q1 2022 | $420,319,000 | +18.7% | 5,505,945 | +11.9% | 0.82% | +20.4% |
| Q4 2021 | $354,020,000 | +5.9% | 4,919,657 | +5.9% | 0.68% | +0.6% |
| Q3 2021 | $334,231,000 | -6.6% | 4,647,176 | -6.6% | 0.68% | -6.9% |
| Q2 2021 | $358,034,000 | +38.0% | 4,975,452 | +32.1% | 0.73% | +27.7% |
| Q1 2021 | $259,471,000 | +16.1% | 3,765,903 | +4.8% | 0.57% | +10.4% |
| Q4 2020 | $223,451,000 | +31.3% | 3,593,059 | +14.7% | 0.52% | +13.6% |
| Q3 2020 | $170,124,000 | +135.2% | 3,133,606 | +100.0% | 0.46% | +110.6% |
| Q2 2020 | $72,338,000 | 0.0% | 1,566,441 | 0.0% | 0.22% | -16.9% |
| Q1 2020 | $72,338,000 | +21.4% | 1,566,441 | +65.7% | 0.26% | +52.9% |
| Q4 2019 | $59,584,000 | +107.4% | 945,490 | +90.3% | 0.17% | +91.0% |
| Q3 2019 | $28,723,000 | +130.9% | 496,925 | +126.3% | 0.09% | +134.2% |
| Q2 2019 | $12,439,000 | +790.4% | 219,583 | +761.6% | 0.04% | +850.0% |
| Q1 2019 | $1,397,000 | – | 25,486 | – | 0.00% | – |
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% |