ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download |
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% |