ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,587 | -4.7% | 14,441 | 0.0% | 0.10% | -2.9% |
| Q2 2023 | $1,130,153 | +4.5% | 14,441 | -1.5% | 0.10% | +1.0% |
| Q1 2023 | $1,081,910 | +3.4% | 14,664 | -1.1% | 0.10% | -1.9% |
| Q4 2022 | $1,046,737 | +8.5% | 14,820 | -3.9% | 0.11% | 0.0% |
| Q3 2022 | $965,000 | -7.6% | 15,417 | -1.3% | 0.11% | -6.2% |
| Q2 2022 | $1,044,000 | -11.3% | 15,616 | +0.7% | 0.11% | +1.8% |
| Q1 2022 | $1,177,000 | +0.3% | 15,508 | +1.0% | 0.11% | -3.5% |
| Q4 2021 | $1,173,000 | +5.8% | 15,361 | -1.8% | 0.12% | 0.0% |
| Q3 2021 | $1,109,000 | -4.5% | 15,642 | -3.1% | 0.12% | -4.2% |
| Q2 2021 | $1,161,000 | -4.8% | 16,136 | -8.9% | 0.12% | -20.0% |
| Q1 2021 | $1,220,000 | +8.1% | 17,704 | -2.5% | 0.15% | -2.6% |
| Q4 2020 | $1,129,000 | +13.9% | 18,160 | -0.5% | 0.15% | -0.6% |
| Q3 2020 | $991,000 | +2.6% | 18,249 | -1.4% | 0.16% | -1.9% |
| Q2 2020 | $966,000 | +70.1% | 18,501 | +43.5% | 0.16% | +39.8% |
| Q1 2020 | $568,000 | -3.6% | 12,895 | +24.8% | 0.11% | +4.6% |
| Q2 2019 | $589,000 | -32.1% | 10,334 | -33.9% | 0.11% | -34.5% |
| Q1 2019 | $868,000 | -14.7% | 15,627 | -24.6% | 0.16% | -24.0% |
| Q4 2018 | $1,017,000 | -41.3% | 20,713 | -32.4% | 0.22% | -39.2% |
| Q3 2018 | $1,734,000 | – | 30,644 | – | 0.36% | – |
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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% |