ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,225 | -3.2% | 6,248 | +1.5% | 0.03% | +4.0% |
| Q2 2023 | $481,845 | +21.9% | 6,157 | +15.0% | 0.02% | +13.6% |
| Q1 2023 | $395,128 | +7.9% | 5,355 | +3.3% | 0.02% | +4.8% |
| Q4 2022 | $366,222 | +5.2% | 5,185 | -6.7% | 0.02% | -4.5% |
| Q3 2022 | $348,000 | -11.5% | 5,557 | -5.5% | 0.02% | -4.3% |
| Q2 2022 | $393,000 | +74.7% | 5,880 | +98.0% | 0.02% | +91.7% |
| Q1 2022 | $225,000 | +4.7% | 2,969 | +5.4% | 0.01% | +9.1% |
| Q4 2021 | $215,000 | -12.6% | 2,818 | -47.2% | 0.01% | -50.0% |
| Q1 2020 | $246,000 | -27.6% | 5,336 | -1.1% | 0.02% | -4.3% |
| Q4 2019 | $340,000 | -11.2% | 5,396 | -28.9% | 0.02% | -25.8% |
| Q1 2017 | $383,000 | – | 7,590 | – | 0.03% | – |
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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% |