ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 623 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $327,050 | -2.6% | 3,711 | 0.0% | 0.01% | 0.0% |
Q1 2024 | $335,623 | +7.2% | 3,711 | 0.0% | 0.01% | -9.1% |
Q4 2023 | $312,949 | -9.7% | 3,711 | -20.1% | 0.01% | -15.4% |
Q3 2023 | $346,535 | -42.2% | 4,644 | -39.4% | 0.01% | -40.9% |
Q2 2023 | $599,941 | -24.1% | 7,666 | -28.4% | 0.02% | -31.2% |
Q1 2023 | $790,479 | -13.7% | 10,714 | -17.3% | 0.03% | -17.9% |
Q4 2022 | $915,577 | – | 12,963 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tanglewood Legacy Advisors, LLC | 496,529 | $37,050,971 | 22.21% |
SOUTHERN CAPITAL ADVISORS, LLC | 274,989 | $20,519,677 | 17.07% |
Veracity Capital LLC | 325,036 | $24,254,222 | 11.25% |
COREPATH WEALTH PARTNERS LLC | 239,955 | $17,828,653 | 10.75% |
ForthRight Wealth Management, LLC | 314,576 | $23,473,653 | 10.12% |
McGlone Suttner Wealth Management, Inc. | 533,851 | $39,837,495 | 9.23% |
IRONWOOD WEALTH MANAGEMENT, INC. | 207,381 | $15,221,766 | 9.09% |
STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |
Cosner Financial Group, LLC | 129,557 | $9,667,558 | 8.52% |