ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,503,000 | -91.6% | 32,550 | -91.1% | 0.06% | -85.9% |
| Q4 2018 | $17,986,000 | +252.6% | 366,396 | +298.0% | 0.42% | +543.9% |
| Q4 2017 | $5,101,000 | +2437.8% | 92,067 | +2016.5% | 0.07% | +2100.0% |
| Q3 2016 | $201,000 | -96.4% | 4,350 | -90.1% | 0.00% | -96.6% |
| Q4 2015 | $5,593,000 | +191.3% | 43,910 | +178.0% | 0.09% | +190.0% |
| Q3 2015 | $1,920,000 | -33.7% | 15,793 | -25.6% | 0.03% | -14.3% |
| Q4 2014 | $2,897,000 | +207.2% | 21,225 | +177.7% | 0.04% | +337.5% |
| Q4 2013 | $943,000 | – | 7,643 | – | 0.01% | – |
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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% |