ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 262 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $493,786 | -41.0% | 6,578 | -38.5% | 0.06% | -39.6% |
Q2 2023 | $836,755 | +6.2% | 10,692 | +0.1% | 0.09% | +1.1% |
Q1 2023 | $788,191 | +10.1% | 10,683 | +5.4% | 0.09% | -4.3% |
Q4 2022 | $715,694 | +20.1% | 10,133 | +6.4% | 0.09% | +9.3% |
Q3 2022 | $596,000 | -5.1% | 9,520 | +1.4% | 0.09% | 0.0% |
Q2 2022 | $628,000 | -9.8% | 9,388 | +2.3% | 0.09% | -95.9% |
Q1 2022 | $696,000 | +10.7% | 9,175 | +11.3% | 2.08% | +2951.5% |
Q4 2021 | $629,000 | +11.5% | 8,243 | +3.6% | 0.07% | -11.7% |
Q3 2021 | $564,000 | +32.7% | 7,954 | +6.0% | 0.08% | -32.5% |
Q2 2019 | $425,000 | -21.9% | 7,507 | -22.2% | 0.11% | -39.4% |
Q3 2018 | $544,000 | +61.9% | 9,655 | +59.0% | 0.19% | +48.0% |
Q4 2017 | $336,000 | +26.8% | 6,074 | +19.8% | 0.13% | +23.3% |
Q3 2017 | $265,000 | +14.7% | 5,071 | +11.8% | 0.10% | +14.4% |
Q2 2017 | $231,000 | – | 4,537 | – | 0.09% | – |
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% |