ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,991 | -42.8% | 66,892 | -40.1% | 0.02% | -45.7% |
| Q2 2023 | $8,733 | +153.7% | 111,593 | +139.2% | 0.04% | +118.8% |
| Q1 2023 | $3,442 | -51.6% | 46,656 | -53.6% | 0.02% | -55.6% |
| Q4 2022 | $7,106 | -99.9% | 100,615 | +2.7% | 0.04% | 0.0% |
| Q3 2022 | $6,132,000 | +360.0% | 97,941 | +391.5% | 0.04% | +350.0% |
| Q2 2022 | $1,333,000 | +53.4% | 19,927 | +74.1% | 0.01% | +60.0% |
| Q1 2022 | $869,000 | +6.9% | 11,449 | +7.4% | 0.01% | 0.0% |
| Q4 2021 | $813,000 | +5.4% | 10,656 | -2.1% | 0.01% | 0.0% |
| Q3 2021 | $771,000 | +17.9% | 10,880 | +19.7% | 0.01% | 0.0% |
| Q2 2021 | $654,000 | +23.4% | 9,086 | +18.0% | 0.01% | 0.0% |
| Q1 2021 | $530,000 | +156.0% | 7,699 | +131.2% | 0.01% | +66.7% |
| Q4 2020 | $207,000 | -51.2% | 3,330 | -57.4% | 0.00% | -50.0% |
| Q3 2020 | $424,000 | +87.6% | 7,814 | +117.6% | 0.01% | +20.0% |
| Q4 2019 | $226,000 | – | 3,591 | – | 0.01% | – |
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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% |