ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,507,000 | -0.1% | 56,006 | +6.7% | 0.22% | +0.9% |
| Q2 2022 | $3,510,000 | -15.9% | 52,484 | -4.6% | 0.22% | +23.4% |
| Q1 2022 | $4,176,000 | +4.6% | 55,037 | +5.2% | 0.18% | +22.4% |
| Q4 2021 | $3,994,000 | +15.9% | 52,314 | +7.6% | 0.14% | +4.4% |
| Q3 2021 | $3,446,000 | +5.0% | 48,613 | +6.6% | 0.14% | +7.9% |
| Q2 2021 | $3,281,000 | +33.6% | 45,589 | +27.9% | 0.13% | +22.1% |
| Q1 2021 | $2,456,000 | +41.1% | 35,648 | +27.4% | 0.10% | +35.1% |
| Q4 2020 | $1,740,000 | +57.0% | 27,986 | +37.1% | 0.08% | +37.5% |
| Q3 2020 | $1,108,000 | +7.3% | 20,406 | +3.2% | 0.06% | -3.4% |
| Q2 2020 | $1,033,000 | -5.1% | 19,777 | -16.1% | 0.06% | -37.6% |
| Q1 2020 | $1,089,000 | -30.8% | 23,580 | -5.6% | 0.09% | +17.7% |
| Q4 2019 | $1,574,000 | +125.2% | 24,982 | +106.5% | 0.08% | +102.6% |
| Q3 2019 | $699,000 | – | 12,098 | – | 0.04% | – |
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% |