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 | $55,890 | -4.7% | 749 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $58,617 | +6.1% | 749 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $55,261 | -61.0% | 749 | -62.6% | 0.00% | -66.7% |
| Q4 2022 | $141,613 | +55.6% | 2,005 | +38.6% | 0.00% | +50.0% |
| Q3 2022 | $91,000 | -15.7% | 1,447 | -10.8% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | -12.2% | 1,622 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $123,000 | -19.6% | 1,622 | -19.0% | 0.00% | -33.3% |
| Q4 2021 | $153,000 | +7.7% | 2,002 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $142,000 | -17.0% | 2,002 | -15.8% | 0.00% | 0.0% |
| Q2 2021 | $171,000 | +4.3% | 2,377 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $164,000 | +32.3% | 2,377 | +19.0% | 0.00% | +33.3% |
| Q4 2020 | $124,000 | +14.8% | 1,997 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $108,000 | +176.9% | 1,997 | +166.6% | 0.00% | +200.0% |
| Q2 2020 | $39,000 | +62.5% | 749 | +46.3% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -25.0% | 512 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $32,000 | +6.7% | 512 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $30,000 | +3.4% | 512 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $29,000 | – | 512 | – | 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% |