ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 556 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | 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% |