ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $350,918 | +3.8% | 4,484 | -2.1% | 0.01% | -16.7% |
Q1 2023 | $337,912 | +6.6% | 4,580 | +2.0% | 0.01% | +20.0% |
Q4 2022 | $317,058 | +10.1% | 4,489 | -2.4% | 0.01% | -16.7% |
Q3 2022 | $288,000 | -8.3% | 4,600 | -2.0% | 0.01% | 0.0% |
Q2 2022 | $314,000 | -8.5% | 4,695 | +4.0% | 0.01% | +20.0% |
Q1 2022 | $343,000 | +0.9% | 4,516 | +1.3% | 0.01% | 0.0% |
Q4 2021 | $340,000 | +6.2% | 4,460 | -1.1% | 0.01% | 0.0% |
Q3 2021 | $320,000 | -27.3% | 4,511 | -26.2% | 0.01% | -28.6% |
Q2 2021 | $440,000 | +5.8% | 6,110 | +1.2% | 0.01% | 0.0% |
Q1 2021 | $416,000 | +10.9% | 6,037 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $375,000 | +51.2% | 6,037 | +32.0% | 0.01% | +40.0% |
Q3 2020 | $248,000 | -45.4% | 4,573 | -47.4% | 0.01% | -50.0% |
Q2 2020 | $454,000 | +8.4% | 8,700 | -4.2% | 0.01% | 0.0% |
Q1 2020 | $419,000 | -37.3% | 9,084 | -14.3% | 0.01% | -16.7% |
Q4 2019 | $668,000 | +32.5% | 10,605 | +21.6% | 0.01% | +20.0% |
Q3 2019 | $504,000 | +2.0% | 8,720 | -0.1% | 0.01% | 0.0% |
Q2 2019 | $494,000 | +3.3% | 8,725 | +0.0% | 0.01% | 0.0% |
Q1 2019 | $478,000 | -55.9% | 8,724 | -60.5% | 0.01% | -60.0% |
Q4 2018 | $1,084,000 | – | 22,082 | – | 0.02% | – |
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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% |