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 | $40,531,239 | -1.3% | 543,169 | +3.5% | 0.04% | 0.0% |
| Q2 2023 | $41,065,708 | +4.4% | 524,734 | -1.6% | 0.04% | 0.0% |
| Q1 2023 | $39,338,298 | -5.6% | 533,184 | -9.6% | 0.04% | -12.5% |
| Q4 2022 | $41,675,065 | -3.7% | 590,048 | -14.6% | 0.04% | -11.1% |
| Q3 2022 | $43,275,000 | -4.5% | 691,174 | +2.0% | 0.04% | +2.3% |
| Q2 2022 | $45,308,000 | -8.7% | 677,450 | +3.5% | 0.04% | 0.0% |
| Q1 2022 | $49,643,000 | +9.1% | 654,305 | +9.7% | 0.04% | +15.8% |
| Q4 2021 | $45,517,000 | +11.2% | 596,230 | +3.2% | 0.04% | 0.0% |
| Q3 2021 | $40,950,000 | +0.8% | 577,755 | +2.4% | 0.04% | +2.7% |
| Q2 2021 | $40,616,000 | +4.7% | 564,427 | +0.2% | 0.04% | -2.6% |
| Q1 2021 | $38,802,000 | +16.7% | 563,163 | +5.3% | 0.04% | +11.8% |
| Q4 2020 | $33,258,000 | +22.5% | 534,778 | +7.0% | 0.03% | +3.0% |
| Q3 2020 | $27,145,000 | -1.4% | 500,010 | -5.1% | 0.03% | -10.8% |
| Q2 2020 | $27,526,000 | +14.7% | 527,001 | +1.4% | 0.04% | +23.3% |
| Q1 2020 | $23,993,000 | -29.5% | 519,558 | -3.8% | 0.03% | -9.1% |
| Q4 2019 | $34,032,000 | -65.9% | 540,023 | -68.7% | 0.03% | -67.0% |
| Q3 2019 | $99,864,000 | +6.9% | 1,727,741 | +4.8% | 0.10% | +8.7% |
| Q2 2019 | $93,415,000 | +11.4% | 1,648,988 | +7.9% | 0.09% | +9.5% |
| Q1 2019 | $83,821,000 | +22.8% | 1,528,737 | +10.0% | 0.08% | +10.5% |
| Q4 2018 | $68,241,000 | -4.0% | 1,390,117 | +10.3% | 0.08% | +13.4% |
| Q3 2018 | $71,078,000 | +14.0% | 1,260,678 | +8.5% | 0.07% | +8.1% |
| Q2 2018 | $62,372,000 | +15.9% | 1,161,932 | +14.7% | 0.06% | +17.0% |
| Q1 2018 | $53,796,000 | +25.0% | 1,012,739 | +30.4% | 0.05% | +26.2% |
| Q4 2017 | $43,022,000 | +35.3% | 776,582 | +27.8% | 0.04% | +27.3% |
| Q3 2017 | $31,800,000 | +42.4% | 607,444 | +38.6% | 0.03% | +37.5% |
| Q2 2017 | $22,326,000 | +90.2% | 438,294 | +88.5% | 0.02% | +84.6% |
| Q1 2017 | $11,738,000 | +91.8% | 232,514 | +86.7% | 0.01% | +85.7% |
| Q4 2016 | $6,121,000 | +15.4% | 124,570 | +8.3% | 0.01% | +16.7% |
| Q3 2016 | $5,305,000 | +2.5% | 115,054 | +198.5% | 0.01% | 0.0% |
| Q2 2016 | $5,176,000 | -0.2% | 38,550 | -4.3% | 0.01% | 0.0% |
| Q1 2016 | $5,184,000 | -33.2% | 40,270 | -33.9% | 0.01% | -33.3% |
| Q4 2015 | $7,759,000 | -8.7% | 60,914 | -12.8% | 0.01% | -10.0% |
| Q3 2015 | $8,494,000 | -11.8% | 69,853 | -2.2% | 0.01% | -9.1% |
| Q2 2015 | $9,630,000 | +3.5% | 71,447 | +3.7% | 0.01% | +10.0% |
| Q1 2015 | $9,300,000 | +69.2% | 68,921 | +71.1% | 0.01% | +66.7% |
| Q4 2014 | $5,496,000 | +0.2% | 40,272 | -4.3% | 0.01% | 0.0% |
| Q3 2014 | $5,485,000 | +8.9% | 42,071 | +10.8% | 0.01% | 0.0% |
| Q2 2014 | $5,035,000 | +4.6% | 37,987 | -0.3% | 0.01% | 0.0% |
| Q1 2014 | $4,812,000 | -5.7% | 38,096 | -7.9% | 0.01% | -14.3% |
| Q4 2013 | $5,101,000 | +11.8% | 41,345 | +2.4% | 0.01% | 0.0% |
| Q3 2013 | $4,561,000 | +5.2% | 40,384 | +1.9% | 0.01% | +16.7% |
| Q2 2013 | $4,336,000 | – | 39,626 | – | 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% |