ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,910 | -4.7% | 39 | 0.0% | 0.00% | – |
Q2 2023 | $3,052 | +30420.0% | 39 | -71.7% | 0.00% | – |
Q4 2022 | $10 | -99.9% | 138 | +16.9% | 0.00% | – |
Q3 2022 | $7,000 | -12.5% | 118 | 0.0% | 0.00% | – |
Q2 2022 | $8,000 | -42.9% | 118 | -38.2% | 0.00% | – |
Q1 2022 | $14,000 | -6.7% | 191 | 0.0% | 0.00% | – |
Q4 2021 | $15,000 | +15.4% | 191 | +4.4% | 0.00% | – |
Q3 2021 | $13,000 | 0.0% | 183 | 0.0% | 0.00% | – |
Q2 2021 | $13,000 | +18.2% | 183 | +12.3% | 0.00% | – |
Q1 2021 | $11,000 | -8.3% | 163 | -26.9% | 0.00% | -100.0% |
Q2 2020 | $12,000 | – | 223 | – | 0.00% | – |
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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% |