ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,182,496,488 | -3.5% | 56,050,610 | +1.2% | 0.46% | +1.3% |
| Q2 2023 | $4,336,113,330 | +8.9% | 55,406,508 | +2.7% | 0.45% | +11.0% |
| Q1 2023 | $3,980,749,883 | +3.5% | 53,954,322 | -0.9% | 0.41% | -6.6% |
| Q4 2022 | $3,846,830,427 | +15.3% | 54,464,540 | +2.2% | 0.44% | +9.8% |
| Q3 2022 | $3,335,486,000 | -4.2% | 53,274,011 | +2.3% | 0.40% | +0.8% |
| Q2 2022 | $3,481,181,000 | -11.7% | 52,051,145 | +0.2% | 0.40% | +3.4% |
| Q1 2022 | $3,940,969,000 | -2.8% | 51,943,708 | -2.2% | 0.38% | -2.8% |
| Q4 2021 | $4,055,790,000 | +18.0% | 53,127,974 | +9.5% | 0.39% | +11.0% |
| Q3 2021 | $3,438,379,000 | +4.0% | 48,509,854 | +5.6% | 0.36% | +3.5% |
| Q2 2021 | $3,304,777,000 | +11.2% | 45,925,199 | +6.5% | 0.34% | +2.7% |
| Q1 2021 | $2,971,152,000 | +11.8% | 43,122,666 | +0.9% | 0.33% | -2.3% |
| Q4 2020 | $2,657,557,000 | +19.6% | 42,732,865 | +4.4% | 0.34% | +12.9% |
| Q3 2020 | $2,222,772,000 | +10.0% | 40,942,563 | +5.9% | 0.30% | -1.3% |
| Q2 2020 | $2,019,824,000 | +12.5% | 38,671,719 | -0.5% | 0.31% | -5.0% |
| Q1 2020 | $1,794,740,000 | -22.3% | 38,863,986 | +6.0% | 0.32% | -2.4% |
| Q4 2019 | $2,309,806,000 | +16.8% | 36,651,951 | +7.1% | 0.33% | +12.6% |
| Q3 2019 | $1,977,141,000 | +7.9% | 34,206,594 | +5.7% | 0.29% | +6.1% |
| Q2 2019 | $1,833,125,000 | +6.8% | 32,358,801 | +3.4% | 0.28% | +3.7% |
| Q1 2019 | $1,715,825,000 | +18.3% | 31,293,557 | +5.9% | 0.27% | +4.7% |
| Q4 2018 | $1,450,015,000 | -0.1% | 29,537,875 | +14.7% | 0.26% | +12.8% |
| Q3 2018 | $1,451,472,000 | +18.6% | 25,744,448 | +12.9% | 0.23% | +11.3% |
| Q2 2018 | $1,223,849,000 | +16.8% | 22,798,982 | +15.6% | 0.20% | +13.4% |
| Q1 2018 | $1,048,092,000 | +18.8% | 19,730,638 | +23.9% | 0.18% | +20.9% |
| Q4 2017 | $882,497,000 | +43.7% | 15,929,549 | +35.8% | 0.15% | +51.0% |
| Q3 2017 | $614,048,000 | +128.8% | 11,729,682 | +122.6% | 0.10% | +84.9% |
| Q2 2017 | $268,435,000 | +68.7% | 5,269,613 | +67.2% | 0.05% | +65.6% |
| Q1 2017 | $159,082,000 | +110.3% | 3,151,393 | +104.7% | 0.03% | +100.0% |
| Q4 2016 | $75,660,000 | +131.5% | 1,539,831 | +117.2% | 0.02% | +128.6% |
| Q3 2016 | $32,688,000 | +43.3% | 709,077 | +317.5% | 0.01% | +40.0% |
| Q2 2016 | $22,803,000 | +43.9% | 169,831 | +38.0% | 0.01% | +25.0% |
| Q1 2016 | $15,849,000 | -78.4% | 123,104 | -78.7% | 0.00% | -76.5% |
| Q4 2015 | $73,474,000 | +242.5% | 576,768 | +226.9% | 0.02% | +240.0% |
| Q3 2015 | $21,454,000 | +72.1% | 176,411 | +90.7% | 0.01% | +25.0% |
| Q2 2015 | $12,469,000 | -17.2% | 92,503 | -17.1% | 0.00% | -20.0% |
| Q1 2015 | $15,064,000 | +9.0% | 111,631 | +10.2% | 0.01% | 0.0% |
| Q4 2014 | $13,823,000 | +53.8% | 101,279 | +46.9% | 0.01% | +66.7% |
| Q3 2014 | $8,989,000 | +2.0% | 68,944 | +3.6% | 0.00% | 0.0% |
| Q2 2014 | $8,817,000 | +214.1% | 66,522 | +199.4% | 0.00% | +200.0% |
| Q1 2014 | $2,807,000 | +18.2% | 22,219 | +15.4% | 0.00% | 0.0% |
| Q4 2013 | $2,375,000 | +38.3% | 19,253 | +26.6% | 0.00% | 0.0% |
| Q3 2013 | $1,717,000 | -5.9% | 15,209 | -8.8% | 0.00% | 0.0% |
| Q2 2013 | $1,824,000 | – | 16,670 | – | 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% |