ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 477 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,666,274 | +59.6% | 18,907 | +63.7% | 0.14% | +54.5% |
| Q1 2024 | $1,044,311 | +7.2% | 11,547 | 0.0% | 0.09% | -2.2% |
| Q4 2023 | $973,759 | +10.2% | 11,547 | -2.5% | 0.09% | +1.1% |
| Q3 2023 | $883,672 | -6.1% | 11,842 | -1.6% | 0.09% | -3.3% |
| Q2 2023 | $941,569 | +5.1% | 12,031 | -0.9% | 0.09% | -2.1% |
| Q1 2023 | $895,561 | +5.7% | 12,138 | +1.2% | 0.09% | -1.1% |
| Q4 2022 | $847,292 | +13.6% | 11,996 | +0.7% | 0.10% | -12.0% |
| Q3 2022 | $746,000 | -6.6% | 11,918 | -0.2% | 0.11% | +0.9% |
| Q2 2022 | $799,000 | +0.4% | 11,943 | +13.9% | 0.11% | +11.5% |
| Q1 2022 | $796,000 | +44.5% | 10,485 | +45.2% | 0.10% | +31.5% |
| Q4 2021 | $551,000 | +105.6% | 7,223 | +91.3% | 0.07% | +78.0% |
| Q3 2021 | $268,000 | – | 3,776 | – | 0.04% | – |
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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% |