ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 264 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,196,067 | -4.4% | 29,430 | +0.2% | 0.04% | -2.2% |
| Q2 2023 | $2,297,870 | +7.3% | 29,362 | +1.2% | 0.05% | +2.2% |
| Q1 2023 | $2,140,874 | -3.1% | 29,017 | -7.2% | 0.04% | -10.0% |
| Q4 2022 | $2,209,448 | +21.0% | 31,282 | +7.2% | 0.05% | +16.3% |
| Q3 2022 | $1,826,000 | -5.4% | 29,172 | +1.0% | 0.04% | +2.4% |
| Q2 2022 | $1,931,000 | -6.3% | 28,877 | +6.3% | 0.04% | +13.5% |
| Q1 2022 | $2,061,000 | -4.7% | 27,167 | -4.1% | 0.04% | -2.6% |
| Q4 2021 | $2,162,000 | +7.2% | 28,325 | -0.5% | 0.04% | 0.0% |
| Q3 2021 | $2,017,000 | -1.6% | 28,460 | -0.1% | 0.04% | +2.7% |
| Q2 2021 | $2,050,000 | +5.1% | 28,494 | +0.6% | 0.04% | -5.1% |
| Q1 2021 | $1,951,000 | +14.2% | 28,312 | +3.0% | 0.04% | +8.3% |
| Q4 2020 | $1,709,000 | +10.1% | 27,485 | -3.8% | 0.04% | -7.7% |
| Q3 2020 | $1,552,000 | +5.1% | 28,583 | +1.1% | 0.04% | +2.6% |
| Q2 2020 | $1,477,000 | +13.7% | 28,280 | +0.6% | 0.04% | -2.6% |
| Q1 2020 | $1,299,000 | +0.2% | 28,121 | +36.7% | 0.04% | +21.9% |
| Q4 2019 | $1,296,000 | +80.8% | 20,569 | +65.8% | 0.03% | +60.0% |
| Q3 2019 | $717,000 | – | 12,405 | – | 0.02% | – |
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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% |