ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 73 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,079,401 | +7.2% | 11,935 | 0.0% | 0.04% | 0.0% |
| Q4 2023 | $1,006,479 | +13.0% | 11,935 | 0.0% | 0.04% | +5.3% |
| Q3 2023 | $890,590 | -6.6% | 11,935 | -2.1% | 0.04% | 0.0% |
| Q2 2023 | $953,598 | +6.1% | 12,185 | 0.0% | 0.04% | +5.6% |
| Q1 2023 | $899,009 | +104314.5% | 12,185 | 0.0% | 0.04% | -2.7% |
| Q4 2022 | $861 | -99.6% | 12,185 | +164.4% | 0.04% | +146.7% |
| Q3 2017 | $241,000 | +2.6% | 4,608 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $235,000 | +0.9% | 4,608 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $233,000 | +3.1% | 4,608 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $226,000 | +6.6% | 4,608 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $212,000 | +2.9% | 4,608 | +200.0% | 0.02% | +7.1% |
| Q2 2016 | $206,000 | -4.6% | 1,536 | -10.4% | 0.01% | -36.4% |
| Q1 2014 | $216,000 | +1.9% | 1,714 | 0.0% | 0.02% | -4.3% |
| Q4 2013 | $212,000 | – | 1,714 | – | 0.02% | – |
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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% |