ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 476 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,477,000 | -0.1% | 85,367 | +0.5% | 4.75% | +8.9% |
| Q4 2021 | $6,485,000 | +9.0% | 84,942 | +1.2% | 4.36% | -4.7% |
| Q3 2021 | $5,947,000 | +0.8% | 83,906 | +2.3% | 4.58% | -1.1% |
| Q2 2021 | $5,902,000 | +5.2% | 82,027 | +0.7% | 4.63% | -2.5% |
| Q1 2021 | $5,610,000 | – | 81,425 | – | 4.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 229,999 | $17,450,000 | 11.93% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,151 | $16,324,000 | 11.78% |
| COREPATH WEALTH PARTNERS LLC | 213,114 | $15,864,000 | 11.04% |
| ASPIRIANT, LLC | 2,495,486 | $189,318,000 | 10.41% |
| Financial Council, LLC | 110,463 | $8,381,000 | 10.15% |
| ForthRight Wealth Management, LLC | 255,773 | $19,406,000 | 10.03% |
| Employees' Retirement Fund of the City of Fort Worth | 580,217 | $44,021,063 | 9.24% |
| WJ Wealth Management, LLC | 177,480 | $13,458,000 | 8.95% |
| GDS Wealth Management | 533,216 | $40,311,000 | 8.88% |
| SIGNATUREFD, LLC | 3,843,218 | $291,585,000 | 8.78% |