ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,616,063 | +6.1% | 517,529 | +11.6% | 0.01% | +18.2% |
| Q2 2023 | $36,402,252 | -11.8% | 463,774 | -17.3% | 0.01% | -21.4% |
| Q1 2023 | $41,286,241 | +41.0% | 561,015 | +35.3% | 0.01% | +40.0% |
| Q4 2022 | $29,280,000 | +17.3% | 414,635 | +3.8% | 0.01% | +11.1% |
| Q3 2022 | $24,958,000 | +0.7% | 399,312 | +7.8% | 0.01% | 0.0% |
| Q2 2022 | $24,780,000 | +32.9% | 370,491 | +50.6% | 0.01% | +50.0% |
| Q1 2022 | $18,648,000 | -11.1% | 246,011 | -10.9% | 0.01% | 0.0% |
| Q4 2021 | $20,984,000 | +40.5% | 276,219 | +31.0% | 0.01% | +20.0% |
| Q3 2021 | $14,933,000 | -33.3% | 210,847 | -32.2% | 0.01% | -28.6% |
| Q2 2021 | $22,391,000 | -18.6% | 311,022 | -22.2% | 0.01% | -22.2% |
| Q1 2021 | $27,522,000 | -6.3% | 399,525 | -15.5% | 0.01% | -10.0% |
| Q4 2020 | $29,371,000 | +22.5% | 472,722 | +7.0% | 0.01% | 0.0% |
| Q3 2020 | $23,968,000 | +47.4% | 441,660 | +41.9% | 0.01% | +42.9% |
| Q2 2020 | $16,261,000 | +39.3% | 311,273 | +23.1% | 0.01% | +16.7% |
| Q1 2020 | $11,674,000 | -57.9% | 252,784 | -42.5% | 0.01% | -50.0% |
| Q4 2019 | $27,732,000 | +12.2% | 439,309 | +2.9% | 0.01% | +9.1% |
| Q3 2019 | $24,727,000 | +37.6% | 427,010 | +34.6% | 0.01% | +37.5% |
| Q2 2019 | $17,975,000 | +9.8% | 317,335 | +6.2% | 0.01% | 0.0% |
| Q1 2019 | $16,377,000 | +7.2% | 298,728 | -4.0% | 0.01% | 0.0% |
| Q4 2018 | $15,279,000 | -57.9% | 311,211 | +8.3% | 0.01% | -38.5% |
| Q3 2018 | $36,308,000 | +113.2% | 287,289 | -9.4% | 0.01% | +62.5% |
| Q2 2018 | $17,034,000 | -6.6% | 317,071 | -1.1% | 0.01% | 0.0% |
| Q1 2018 | $18,229,000 | -5.4% | 320,747 | -8.3% | 0.01% | -11.1% |
| Q4 2017 | $19,271,000 | +28.4% | 349,594 | +22.3% | 0.01% | +28.6% |
| Q3 2017 | $15,013,000 | +32.3% | 285,936 | +28.3% | 0.01% | +16.7% |
| Q2 2017 | $11,347,000 | +5.2% | 222,816 | +4.3% | 0.01% | 0.0% |
| Q1 2017 | $10,789,000 | +121.6% | 213,720 | +115.7% | 0.01% | +100.0% |
| Q4 2016 | $4,869,000 | +21.7% | 99,076 | +14.1% | 0.00% | +50.0% |
| Q3 2016 | $4,001,000 | -1.8% | 86,800 | +186.1% | 0.00% | 0.0% |
| Q2 2016 | $4,075,000 | +22.5% | 30,337 | +17.4% | 0.00% | 0.0% |
| Q1 2016 | $3,326,000 | +212.6% | 25,839 | +209.5% | 0.00% | +100.0% |
| Q4 2015 | $1,064,000 | +48.4% | 8,348 | +41.5% | 0.00% | – |
| Q3 2015 | $717,000 | -5.7% | 5,898 | +4.7% | 0.00% | – |
| Q2 2015 | $760,000 | +1.6% | 5,635 | +1.7% | 0.00% | – |
| Q1 2015 | $748,000 | +19.9% | 5,541 | +21.2% | 0.00% | – |
| Q4 2014 | $624,000 | +129.4% | 4,570 | +119.3% | 0.00% | – |
| Q3 2014 | $272,000 | +25.9% | 2,084 | +27.7% | 0.00% | – |
| Q2 2014 | $216,000 | +62.4% | 1,632 | +54.4% | 0.00% | – |
| Q1 2014 | $133,000 | +1377.8% | 1,057 | +1388.7% | 0.00% | – |
| Q4 2013 | $9,000 | -59.1% | 71 | -63.6% | 0.00% | – |
| Q3 2013 | $22,000 | +175.0% | 195 | +178.6% | 0.00% | – |
| Q2 2013 | $8,000 | – | 70 | – | 0.00% | – |
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% |