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 2023 | $208,936 | -4.7% | 2,800 | 0.0% | 0.07% | -2.7% |
Q2 2023 | $219,128 | +6.1% | 2,800 | 0.0% | 0.07% | +1.4% |
Q1 2023 | $206,584 | +4.5% | 2,800 | 0.0% | 0.07% | +2.9% |
Q4 2022 | $197,764 | +13.0% | 2,800 | 0.0% | 0.07% | -13.6% |
Q3 2022 | $175,000 | -6.4% | 2,800 | 0.0% | 0.08% | +5.2% |
Q2 2022 | $187,000 | -11.8% | 2,800 | 0.0% | 0.08% | -13.5% |
Q1 2022 | $212,000 | -0.9% | 2,800 | 0.0% | 0.09% | -11.9% |
Q4 2021 | $214,000 | +8.1% | 2,800 | 0.0% | 0.10% | -17.2% |
Q3 2021 | $198,000 | -1.5% | 2,800 | 0.0% | 0.12% | +1.7% |
Q2 2021 | $201,000 | +4.1% | 2,800 | 0.0% | 0.12% | -2.4% |
Q1 2021 | $193,000 | +10.9% | 2,800 | 0.0% | 0.12% | +15.0% |
Q4 2020 | $174,000 | +14.5% | 2,800 | 0.0% | 0.11% | +8.1% |
Q3 2020 | $152,000 | +4.1% | 2,800 | 0.0% | 0.10% | 0.0% |
Q2 2020 | $146,000 | +13.2% | 2,800 | 0.0% | 0.10% | +6.5% |
Q1 2020 | $129,000 | -26.7% | 2,800 | 0.0% | 0.09% | -12.3% |
Q4 2019 | $176,000 | +11.4% | 2,800 | 0.0% | 0.11% | -25.9% |
Q3 2018 | $158,000 | -99.9% | 2,800 | 0.0% | 0.14% | -2.1% |
Q2 2018 | $150,304,000 | +90993.3% | 2,800 | -10.3% | 0.15% | -9.9% |
Q1 2018 | $165,000 | -98.1% | 3,120 | -98.0% | 0.16% | -97.8% |
Q4 2017 | $8,512,000 | – | 153,712 | – | 7.38% | – |
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% |