ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
| 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% |
| Cosner Financial Group, LLC | 129,557 | $9,667,558 | 8.52% |
| Windsor Wealth Management, Inc. | 603,241 | $45,014 | 8.24% |
| SIGNATUREFD, LLC | 4,021,787 | $300,105,711 | 7.82% |
| Madison Wealth Partners, Inc | 203,368 | $15,175,302 | 7.68% |
| Drake & Associates, LLC | 222,327 | $16,590,033 | 7.51% |
| Petix & Botte Co | 309,936 | $23,127,374 | 7.29% |
| Carl P. Sherr & Co., LLC | 139,832 | $10,434,285 | 7.08% |
| Virginia National Bank | 20,377 | $1,520,531 | 6.94% |
| Townsend & Associates, Inc | 457,268 | $32,685,488 | 6.90% |
| PCA Investment Advisory Services Inc. | 126,669 | $9,452,101 | 6.74% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.