ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $12,662,617 | +77.0% | 179,281 | +91.3% | 2.15% | +70.9% |
| Q4 2021 | $7,153,000 | +3441.1% | 93,693 | +3186.3% | 1.26% | +3215.8% |
| Q3 2021 | $202,000 | -89.9% | 2,851 | -91.2% | 0.04% | -90.9% |
| Q4 2020 | $2,008,000 | -27.7% | 32,295 | -26.7% | 0.42% | -4.4% |
| Q4 2019 | $2,777,000 | -38.4% | 44,068 | -52.0% | 0.44% | -39.2% |
| Q4 2018 | $4,508,000 | +72.7% | 91,833 | +94.9% | 0.72% | +79.4% |
| Q4 2017 | $2,611,000 | +126.1% | 47,129 | +419.7% | 0.40% | +56.5% |
| Q4 2015 | $1,155,000 | -41.2% | 9,069 | -43.8% | 0.26% | -42.4% |
| Q3 2015 | $1,964,000 | – | 16,150 | – | 0.44% | – |
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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% |