ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $340,356 | +65.6% | 4,036 | +46.5% | 0.00% | +50.0% |
| Q3 2023 | $205,578 | -53.3% | 2,755 | -51.0% | 0.00% | -71.4% |
| Q2 2023 | $440,213 | +67.4% | 5,625 | +51.4% | 0.01% | -12.5% |
| Q3 2021 | $263,000 | +1.9% | 3,716 | -16.9% | 0.01% | +300.0% |
| Q3 2019 | $258,000 | -91.9% | 4,471 | -92.7% | 0.00% | -99.3% |
| Q3 2017 | $3,199,000 | +1084.8% | 61,105 | +2656.2% | 0.29% | -31.1% |
| Q3 2015 | $270,000 | +20.0% | 2,217 | +32.8% | 0.42% | +83.5% |
| Q1 2015 | $225,000 | – | 1,670 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 229,999 | $17,450,000 | 11.93% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,151 | $16,324,000 | 11.78% |
| COREPATH WEALTH PARTNERS LLC | 213,114 | $15,864,000 | 11.04% |
| ASPIRIANT, LLC | 2,495,486 | $189,318,000 | 10.41% |
| Financial Council, LLC | 110,463 | $8,381,000 | 10.15% |
| ForthRight Wealth Management, LLC | 255,773 | $19,406,000 | 10.03% |
| Employees' Retirement Fund of the City of Fort Worth | 580,217 | $44,021,063 | 9.24% |
| WJ Wealth Management, LLC | 177,480 | $13,458,000 | 8.95% |
| GDS Wealth Management | 533,216 | $40,311,000 | 8.88% |
| SIGNATUREFD, LLC | 3,843,218 | $291,585,000 | 8.78% |