ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $785,450 | -0.2% | 10,526 | +4.6% | 0.01% | +14.3% |
| Q2 2023 | $787,295 | +3.6% | 10,060 | -2.3% | 0.01% | -12.5% |
| Q1 2023 | $760,008 | +8.8% | 10,301 | +4.2% | 0.01% | +14.3% |
| Q4 2022 | $698,461 | +12.8% | 9,889 | -0.0% | 0.01% | 0.0% |
| Q3 2022 | $619,000 | -6.4% | 9,892 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $661,000 | -16.1% | 9,889 | -4.8% | 0.01% | 0.0% |
| Q1 2022 | $788,000 | -0.6% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $793,000 | +7.7% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $736,000 | -1.6% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $748,000 | +4.5% | 10,389 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $716,000 | +10.8% | 10,389 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $646,000 | +14.5% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $564,000 | +3.9% | 10,389 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $543,000 | +5.6% | 10,389 | -6.7% | 0.01% | -10.0% |
| Q1 2020 | $514,000 | -21.5% | 11,133 | +7.2% | 0.01% | 0.0% |
| Q4 2019 | $655,000 | +9.2% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $600,000 | +1.9% | 10,389 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $589,000 | +11680.0% | 10,389 | +10289.0% | 0.01% | – |
| Q1 2019 | $5,000 | -99.0% | 100 | -99.0% | 0.00% | -100.0% |
| Q4 2018 | $510,000 | -13.0% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $586,000 | +5.0% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $558,000 | +1.1% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $552,000 | – | 10,389 | – | 0.01% | – |
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% |