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 | $1,918 | -9.9% | 25,700 | -5.5% | 0.00% | 0.0% |
| Q2 2023 | $2,129 | +22.6% | 27,200 | +10.6% | 0.00% | +50.0% |
| Q4 2022 | $1,737 | -99.8% | 24,600 | +69.7% | 0.00% | +100.0% |
| Q3 2022 | $908,000 | +160.2% | 14,500 | +215.2% | 0.00% | – |
| Q1 2022 | $349,000 | -83.4% | 4,600 | -83.3% | 0.00% | -100.0% |
| Q4 2021 | $2,107,000 | +413.9% | 27,600 | +318.2% | 0.00% | – |
| Q4 2020 | $410,000 | -7.0% | 6,600 | -5.7% | 0.00% | – |
| Q4 2019 | $441,000 | -43.9% | 7,000 | -48.5% | 0.00% | -100.0% |
| Q3 2019 | $786,000 | -21.2% | 13,600 | -22.7% | 0.00% | 0.0% |
| Q2 2019 | $997,000 | +130.3% | 17,600 | +122.8% | 0.00% | – |
| Q1 2019 | $433,000 | -61.5% | 7,900 | -62.6% | 0.00% | -100.0% |
| Q2 2018 | $1,126,000 | +79.6% | 21,100 | +78.8% | 0.00% | 0.0% |
| Q1 2018 | $627,000 | +15.5% | 11,800 | +20.4% | 0.00% | 0.0% |
| Q4 2017 | $543,000 | – | 9,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 242,198 | $15,164,000 | 12.40% |
| ForthRight Wealth Management, LLC | 304,753 | $19,081,000 | 11.19% |
| COREPATH WEALTH PARTNERS LLC | 217,867 | $14,179,000 | 10.53% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,784 | $13,802,000 | 9.92% |
| Madison Wealth Partners, Inc | 198,124 | $12,405,000 | 8.11% |
| GDS Wealth Management | 579,599 | $36,289,000 | 8.08% |
| HANTZ FINANCIAL SERVICES, INC. | 328,692 | $20,579,000 | 8.05% |
| Drake & Associates, LLC | 218,039 | $13,651,000 | 7.77% |
| Financial Council, LLC | 107,188 | $6,711,000 | 7.75% |
| SIGNATUREFD, LLC | 3,605,089 | $225,715,000 | 7.73% |