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 | $222,368 | +90.7% | 2,980 | +100.0% | 0.01% | -14.3% |
| Q2 2023 | $116,608 | +6.1% | 1,490 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $109,933 | +4.5% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $105,239 | +13.2% | 1,490 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $93,000 | +365.0% | 1,490 | +396.7% | 0.01% | +350.0% |
| Q2 2022 | $20,000 | -82.3% | 300 | -79.9% | 0.00% | -75.0% |
| Q1 2022 | $113,000 | -0.9% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $114,000 | +7.5% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $106,000 | -0.9% | 1,490 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $107,000 | +3.9% | 1,490 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $103,000 | +39.2% | 1,490 | +25.2% | 0.01% | +28.6% |
| Q4 2020 | $74,000 | +13.8% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $65,000 | +4.8% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $62,000 | +12.7% | 1,190 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $55,000 | -95.8% | 1,190 | -95.1% | 0.01% | -95.6% |
| Q1 2019 | $1,324,000 | +11.7% | 24,149 | 0.0% | 0.18% | -1.1% |
| Q4 2018 | $1,185,000 | – | 24,149 | – | 0.18% | – |
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% |