ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 414 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $274 | +31.7% | 3,111 | +35.0% | 0.01% | +25.0% |
| Q1 2024 | $208 | -100.0% | 2,304 | -65.8% | 0.01% | -69.2% |
| Q1 2021 | $464,000 | +53.6% | 6,731 | +38.5% | 0.03% | 0.0% |
| Q4 2020 | $302,000 | +6.0% | 4,861 | -7.6% | 0.03% | -3.7% |
| Q3 2020 | $285,000 | -11.8% | 5,259 | -14.9% | 0.03% | -12.9% |
| Q2 2020 | $323,000 | +17.0% | 6,177 | +3.2% | 0.03% | -6.1% |
| Q1 2020 | $276,000 | -25.4% | 5,987 | +2.1% | 0.03% | 0.0% |
| Q4 2019 | $370,000 | -47.1% | 5,866 | -51.6% | 0.03% | -51.5% |
| Q3 2019 | $700,000 | +66.3% | 12,113 | +63.2% | 0.07% | +61.9% |
| Q2 2019 | $421,000 | -37.3% | 7,424 | -39.4% | 0.04% | -41.7% |
| Q1 2019 | $671,000 | +36.4% | 12,241 | +22.0% | 0.07% | +14.3% |
| Q4 2018 | $492,000 | -8.0% | 10,031 | +5.7% | 0.06% | +3.3% |
| Q3 2018 | $535,000 | – | 9,486 | – | 0.06% | – |
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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% |