ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,388,218 | -5.0% | 460,845 | -0.4% | 0.00% | 0.0% |
| Q2 2023 | $36,208,659 | -47.2% | 462,671 | -50.2% | 0.00% | 0.0% |
| Q1 2023 | $68,530,262 | +107.7% | 928,846 | +98.8% | 0.00% | 0.0% |
| Q4 2022 | $32,995,611 | +11.6% | 467,161 | -1.0% | 0.00% | 0.0% |
| Q3 2022 | $29,555,000 | -8.8% | 472,044 | -2.6% | 0.00% | 0.0% |
| Q2 2022 | $32,419,000 | -14.1% | 484,734 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $37,751,000 | -2.4% | 497,582 | -1.8% | 0.00% | 0.0% |
| Q4 2021 | $38,698,000 | +4.5% | 506,919 | -3.0% | 0.00% | 0.0% |
| Q3 2021 | $37,023,000 | -6.6% | 522,337 | -5.2% | 0.00% | 0.0% |
| Q2 2021 | $39,648,000 | -10.0% | 550,981 | -13.8% | 0.00% | -25.0% |
| Q1 2021 | $44,060,000 | +8.5% | 639,476 | -2.1% | 0.00% | 0.0% |
| Q4 2020 | $40,624,000 | +12.4% | 653,010 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $36,158,000 | +0.5% | 666,017 | -3.3% | 0.00% | 0.0% |
| Q2 2020 | $35,985,000 | +123.5% | 688,982 | +97.6% | 0.00% | +100.0% |
| Q1 2020 | $16,102,000 | +256.6% | 348,661 | +386.6% | 0.00% | – |
| Q4 2019 | $4,515,000 | +22.0% | 71,655 | +11.9% | 0.00% | – |
| Q3 2019 | $3,702,000 | +9.4% | 64,056 | +7.3% | 0.00% | – |
| Q2 2019 | $3,383,000 | +0.9% | 59,712 | -2.4% | 0.00% | – |
| Q1 2019 | $3,353,000 | +8.0% | 61,163 | -3.3% | 0.00% | – |
| Q4 2018 | $3,106,000 | -13.3% | 63,276 | -0.4% | 0.00% | – |
| Q3 2018 | $3,581,000 | +8.5% | 63,512 | +3.3% | 0.00% | – |
| Q2 2018 | $3,299,000 | +9.5% | 61,463 | +8.3% | 0.00% | – |
| Q1 2018 | $3,014,000 | -1.2% | 56,734 | +3.4% | 0.00% | – |
| Q4 2017 | $3,052,000 | +5.9% | 54,886 | -0.3% | 0.00% | – |
| Q3 2017 | $2,882,000 | +1.5% | 55,049 | -1.4% | 0.00% | – |
| Q2 2017 | $2,839,000 | +0.2% | 55,850 | -0.1% | 0.00% | – |
| Q1 2017 | $2,832,000 | -0.5% | 55,908 | -3.3% | 0.00% | – |
| Q4 2016 | $2,847,000 | -3.8% | 57,844 | -10.8% | 0.00% | – |
| Q3 2016 | $2,958,000 | +1.6% | 64,822 | +194.9% | 0.00% | – |
| Q2 2016 | $2,911,000 | -6.3% | 21,978 | -8.9% | 0.00% | – |
| Q1 2016 | $3,108,000 | +0.5% | 24,117 | +0.2% | 0.00% | – |
| Q4 2015 | $3,092,000 | +6.8% | 24,068 | -0.5% | 0.00% | – |
| Q3 2015 | $2,894,000 | -20.2% | 24,200 | -10.2% | 0.00% | – |
| Q2 2015 | $3,627,000 | +16.7% | 26,959 | +17.7% | 0.00% | – |
| Q1 2015 | $3,109,000 | -3.6% | 22,902 | -2.1% | 0.00% | – |
| Q4 2014 | $3,224,000 | +2.2% | 23,390 | -3.1% | 0.00% | – |
| Q3 2014 | $3,155,000 | +0.4% | 24,143 | -3.8% | 0.00% | – |
| Q1 2014 | $3,142,000 | +0.4% | 25,108 | -1.2% | 0.00% | – |
| Q4 2013 | $3,128,000 | +6.7% | 25,417 | -1.4% | 0.00% | – |
| Q3 2013 | $2,932,000 | +1.1% | 25,777 | -2.3% | 0.00% | – |
| Q2 2013 | $2,901,000 | – | 26,373 | – | 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% |