ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,115,924 | -16.2% | 28,356 | -12.1% | 0.35% | -9.1% |
Q2 2023 | $2,524,511 | +14.1% | 32,258 | +7.6% | 0.38% | +10.1% |
Q1 2023 | $2,212,293 | +0.9% | 29,985 | -3.4% | 0.35% | -5.4% |
Q4 2022 | $2,192,002 | -99.9% | 31,035 | 0.0% | 0.37% | +4.0% |
Q3 2022 | $1,943,101,000 | -25.6% | 31,035 | -20.5% | 0.35% | -19.9% |
Q2 2022 | $2,610,861,000 | -2.3% | 39,038 | +10.8% | 0.44% | +6.5% |
Q1 2022 | $2,672,748,000 | -2.7% | 35,228 | -2.1% | 0.42% | +1.5% |
Q4 2021 | $2,745,873,000 | -8.1% | 35,969 | -14.7% | 0.41% | -14.6% |
Q3 2021 | $2,987,237,000 | -15.1% | 42,145 | -13.8% | 0.48% | -18.7% |
Q2 2021 | $3,516,829,000 | +7.4% | 48,872 | +2.8% | 0.59% | -7.5% |
Q1 2021 | $3,275,506,000 | +12.5% | 47,540 | +1.6% | 0.64% | +4.1% |
Q4 2020 | $2,910,554,000 | +74.4% | 46,801 | +52.3% | 0.61% | +54.9% |
Q3 2020 | $1,668,548,000 | -5.3% | 30,734 | -8.9% | 0.40% | -4.4% |
Q2 2020 | $1,761,248,000 | +21.3% | 33,721 | +7.2% | 0.41% | -4.4% |
Q1 2020 | $1,452,269,000 | -21.8% | 31,448 | +6.7% | 0.43% | -6.7% |
Q4 2019 | $1,856,884,000 | +9.3% | 29,465 | +0.2% | 0.46% | -9.4% |
Q3 2019 | $1,699,262,000 | +1.4% | 29,399 | -0.6% | 0.51% | -7.3% |
Q2 2019 | $1,675,933,000 | +0.2% | 29,584 | -3.0% | 0.55% | -8.8% |
Q1 2019 | $1,672,753,000 | +11.5% | 30,508 | -0.2% | 0.60% | +0.5% |
Q4 2018 | $1,500,484,000 | -32.2% | 30,566 | -21.6% | 0.60% | -18.6% |
Q3 2018 | $2,211,980,000 | +39.4% | 39,012 | +34.8% | 0.74% | +31.1% |
Q2 2018 | $1,586,475,000 | -4.6% | 28,945 | -7.6% | 0.56% | +10.4% |
Q1 2018 | $1,663,240,000 | – | 31,311 | – | 0.51% | – |
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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 Asset Management Inc | 107,188 | $6,711,000 | 7.75% |
SIGNATUREFD, LLC | 3,605,089 | $225,715,000 | 7.73% |