ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 480 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $309 | -2.5% | 3,505 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $317 | +3.3% | 3,505 | -3.8% | 0.00% | 0.0% |
| Q4 2023 | $307 | +17.2% | 3,645 | +4.0% | 0.00% | 0.0% |
| Q3 2023 | $262 | +351.7% | 3,505 | +373.6% | 0.00% | – |
| Q2 2023 | $58 | +5.5% | 740 | 0.0% | 0.00% | – |
| Q1 2023 | $55 | +5.8% | 740 | 0.0% | 0.00% | – |
| Q4 2022 | $52 | -99.9% | 740 | 0.0% | 0.00% | – |
| Q3 2022 | $46,000 | -90.7% | 740 | -88.7% | 0.00% | -100.0% |
| Q1 2022 | $496,000 | -0.6% | 6,537 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $499,000 | +3.3% | 6,537 | -4.1% | 0.00% | 0.0% |
| Q3 2021 | $483,000 | +2315.0% | 6,815 | +2351.4% | 0.00% | – |
| Q2 2021 | $20,000 | +5.3% | 278 | 0.0% | 0.00% | – |
| Q1 2021 | $19,000 | +11.8% | 278 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | -87.3% | 278 | -88.7% | 0.00% | – |
| Q3 2020 | $134,000 | +930.8% | 2,465 | +862.9% | 0.00% | – |
| Q4 2018 | $13,000 | – | 256 | – | 0.00% | – |
Download | ||||||
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% |