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 2021 | $2,951,000 | -0.9% | 41,637 | +0.6% | 0.20% | -1.0% |
| Q2 2021 | $2,978,000 | +1023.8% | 41,382 | +977.1% | 0.20% | +952.6% |
| Q1 2021 | $265,000 | +12.3% | 3,842 | +1.3% | 0.02% | +5.6% |
| Q4 2020 | $236,000 | -4.5% | 3,793 | -10.2% | 0.02% | -18.2% |
| Q3 2020 | $247,000 | -3.5% | 4,222 | -13.9% | 0.02% | -12.0% |
| Q2 2020 | $256,000 | -10.5% | 4,904 | +8.2% | 0.02% | -7.4% |
| Q4 2019 | $286,000 | +0.7% | 4,533 | -7.8% | 0.03% | -10.0% |
| Q3 2019 | $284,000 | -23.0% | 4,915 | -24.4% | 0.03% | -21.1% |
| Q2 2019 | $369,000 | +3.7% | 6,505 | +0.2% | 0.04% | -2.6% |
| Q1 2019 | $356,000 | – | 6,491 | – | 0.04% | – |
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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% |