ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,964,255 | -4.6% | 173,737 | +0.1% | 0.44% | -0.7% |
| Q2 2023 | $13,584,840 | -1.7% | 173,586 | -7.3% | 0.44% | -5.1% |
| Q1 2023 | $13,819,658 | +6181.7% | 187,309 | +6370.1% | 0.47% | +6585.7% |
| Q1 2022 | $220,000 | -0.5% | 2,895 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $221,000 | +6.8% | 2,895 | -1.0% | 0.01% | -25.0% |
| Q3 2021 | $207,000 | -1.4% | 2,925 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $210,000 | -0.5% | 2,925 | -4.5% | 0.01% | 0.0% |
| Q1 2021 | $211,000 | +28.7% | 3,064 | +2.4% | 0.01% | 0.0% |
| Q1 2019 | $164,000 | +13.1% | 2,993 | +1.0% | 0.01% | 0.0% |
| Q4 2018 | $145,000 | -14.2% | 2,963 | -1.0% | 0.01% | 0.0% |
| Q3 2018 | $169,000 | -22.1% | 2,994 | +86.3% | 0.01% | -74.3% |
| Q1 2015 | $217,000 | -0.9% | 1,607 | 0.0% | 0.04% | -2.8% |
| Q4 2014 | $219,000 | +2.8% | 1,607 | +0.1% | 0.04% | 0.0% |
| Q2 2014 | $213,000 | +4.9% | 1,606 | -0.3% | 0.04% | 0.0% |
| Q1 2014 | $203,000 | -24.8% | 1,611 | -26.6% | 0.04% | -25.0% |
| Q4 2013 | $270,000 | +9.3% | 2,194 | 0.0% | 0.05% | -4.0% |
| Q3 2013 | $247,000 | -35.2% | 2,194 | -37.1% | 0.05% | -36.7% |
| Q2 2013 | $381,000 | – | 3,488 | – | 0.08% | – |
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% |