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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $968,155 | +26883.1% | 12,974 | -71.7% | 0.21% | -63.6% |
| Q2 2023 | $3,588 | +3.5% | 45,850 | -2.4% | 0.58% | +1.4% |
| Q1 2023 | $3,466 | +0.2% | 46,978 | -4.1% | 0.57% | -12.3% |
| Q4 2022 | $3,459 | -99.6% | 48,977 | +277.5% | 0.65% | +209.0% |
| Q3 2022 | $968,155 | -70.2% | 12,974 | -72.7% | 0.21% | -71.2% |
| Q2 2022 | $3,253,000 | -16.8% | 47,448 | -7.4% | 0.73% | -8.2% |
| Q1 2022 | $3,909,000 | – | 51,265 | – | 0.79% | – |
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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% |