ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,799,643 | -5.1% | 91,123 | -0.5% | 0.01% | -8.3% |
| Q2 2023 | $7,165,251 | -0.5% | 91,557 | -6.2% | 0.01% | 0.0% |
| Q1 2023 | $7,203,953 | +2.0% | 97,641 | -2.4% | 0.01% | -7.7% |
| Q4 2022 | $7,063,989 | +9.9% | 100,014 | -2.6% | 0.01% | 0.0% |
| Q3 2022 | $6,429,000 | -8.4% | 102,694 | -2.1% | 0.01% | -7.1% |
| Q2 2022 | $7,019,000 | -16.3% | 104,950 | -5.1% | 0.01% | 0.0% |
| Q1 2022 | $8,386,000 | -7.0% | 110,536 | -6.5% | 0.01% | 0.0% |
| Q4 2021 | $9,021,000 | +6.1% | 118,166 | -1.5% | 0.01% | -12.5% |
| Q3 2021 | $8,501,000 | -0.4% | 119,936 | +1.1% | 0.02% | 0.0% |
| Q2 2021 | $8,534,000 | +2.8% | 118,592 | -1.6% | 0.02% | -5.9% |
| Q1 2021 | $8,301,000 | +2.3% | 120,488 | -7.6% | 0.02% | 0.0% |
| Q4 2020 | $8,111,000 | +4.5% | 130,432 | -8.8% | 0.02% | -10.5% |
| Q3 2020 | $7,764,000 | +3.5% | 143,026 | -0.4% | 0.02% | -5.0% |
| Q2 2020 | $7,504,000 | +18.5% | 143,663 | +4.8% | 0.02% | 0.0% |
| Q1 2020 | $6,333,000 | -27.6% | 137,128 | -1.2% | 0.02% | -9.1% |
| Q4 2019 | $8,744,000 | +2.6% | 138,734 | -5.9% | 0.02% | -4.3% |
| Q3 2019 | $8,523,000 | -6.4% | 147,450 | -8.3% | 0.02% | -8.0% |
| Q2 2019 | $9,105,000 | +3.8% | 160,734 | +0.5% | 0.02% | 0.0% |
| Q1 2019 | $8,771,000 | +13.1% | 159,973 | +1.2% | 0.02% | 0.0% |
| Q4 2018 | $7,757,000 | -0.9% | 158,003 | +13.8% | 0.02% | +8.7% |
| Q3 2018 | $7,830,000 | +0.7% | 138,873 | -4.1% | 0.02% | -4.2% |
| Q2 2018 | $7,774,000 | +1.6% | 144,810 | +0.6% | 0.02% | +4.3% |
| Q1 2018 | $7,650,000 | +57.4% | 144,005 | +64.1% | 0.02% | +53.3% |
| Q4 2017 | $4,861,000 | +8.0% | 87,742 | +2.0% | 0.02% | +7.1% |
| Q3 2017 | $4,502,000 | +9.7% | 85,999 | +6.7% | 0.01% | 0.0% |
| Q2 2017 | $4,105,000 | -1.9% | 80,593 | -2.7% | 0.01% | 0.0% |
| Q1 2017 | $4,183,000 | -9.3% | 82,859 | -11.7% | 0.01% | -17.6% |
| Q4 2016 | $4,611,000 | +20.5% | 93,845 | +13.0% | 0.02% | +21.4% |
| Q3 2016 | $3,827,000 | -4.6% | 83,022 | +177.9% | 0.01% | -6.7% |
| Q2 2016 | $4,012,000 | +8.4% | 29,880 | +3.9% | 0.02% | 0.0% |
| Q1 2016 | $3,701,000 | +2.0% | 28,747 | +0.9% | 0.02% | 0.0% |
| Q4 2015 | $3,628,000 | +7.3% | 28,480 | +2.4% | 0.02% | +7.1% |
| Q3 2015 | $3,381,000 | -12.5% | 27,808 | -3.0% | 0.01% | -6.7% |
| Q2 2015 | $3,864,000 | +4.2% | 28,667 | +4.3% | 0.02% | +7.1% |
| Q1 2015 | $3,709,000 | -2.6% | 27,484 | -1.5% | 0.01% | -6.7% |
| Q4 2014 | $3,809,000 | +6.3% | 27,905 | +1.6% | 0.02% | 0.0% |
| Q3 2014 | $3,582,000 | -3.6% | 27,472 | -2.0% | 0.02% | 0.0% |
| Q2 2014 | $3,717,000 | +3.6% | 28,042 | -1.3% | 0.02% | 0.0% |
| Q1 2014 | $3,589,000 | -5.0% | 28,409 | -7.2% | 0.02% | 0.0% |
| Q4 2013 | $3,776,000 | +11.2% | 30,598 | +1.8% | 0.02% | 0.0% |
| Q3 2013 | $3,397,000 | +3.2% | 30,070 | -0.0% | 0.02% | 0.0% |
| Q2 2013 | $3,291,000 | – | 30,075 | – | 0.02% | – |
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% |