ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,242 | -4.7% | 3,769 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $294,961 | +6.5% | 3,769 | +0.4% | 0.02% | +5.0% |
| Q1 2023 | $276,928 | -4.0% | 3,753 | -8.1% | 0.02% | -9.1% |
| Q4 2022 | $288,452 | -8.7% | 4,083 | -19.2% | 0.02% | -15.4% |
| Q3 2022 | $316,000 | -6.2% | 5,053 | +0.1% | 0.03% | -3.7% |
| Q2 2022 | $337,000 | -17.2% | 5,046 | -6.0% | 0.03% | 0.0% |
| Q1 2022 | $407,000 | -11.9% | 5,369 | -11.2% | 0.03% | -10.0% |
| Q4 2021 | $462,000 | +5.7% | 6,048 | -0.4% | 0.03% | -11.8% |
| Q2 2021 | $437,000 | +13.5% | 6,073 | +8.6% | 0.03% | -8.1% |
| Q1 2021 | $385,000 | +9.4% | 5,594 | -1.1% | 0.04% | 0.0% |
| Q4 2020 | $352,000 | +27.1% | 5,657 | +28.5% | 0.04% | +5.7% |
| Q4 2019 | $277,000 | – | 4,402 | – | 0.04% | – |
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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% |