ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $79,993 | -87.8% | 1,072 | -87.2% | 0.00% | -86.4% |
Q2 2023 | $657,854 | +37066.9% | 8,406 | -65.0% | 0.02% | -60.7% |
Q1 2023 | $1,770 | +109.0% | 23,994 | +100.1% | 0.06% | +60.0% |
Q4 2022 | $847 | – | 11,990 | +171185.7% | 0.04% | – |
Q3 2022 | $0 | -100.0% | 7 | -98.6% | 0.00% | – |
Q1 2022 | $38,000 | +375.0% | 506 | +347.8% | 0.00% | – |
Q2 2021 | $8,000 | -46.7% | 113 | -54.4% | 0.00% | – |
Q4 2020 | $15,000 | +200.0% | 248 | +148.0% | 0.00% | – |
Q2 2020 | $5,000 | -99.7% | 100 | -99.6% | 0.00% | -100.0% |
Q3 2019 | $1,511,000 | +6469.6% | 26,142 | +6276.1% | 0.10% | +5100.0% |
Q2 2019 | $23,000 | -97.7% | 410 | -97.7% | 0.00% | -96.7% |
Q1 2019 | $998,000 | +310.7% | 18,218 | +323.0% | 0.06% | +238.9% |
Q3 2018 | $243,000 | -83.9% | 4,307 | -84.6% | 0.02% | -78.6% |
Q2 2018 | $1,505,000 | +78.7% | 28,039 | +76.9% | 0.08% | +16.7% |
Q1 2018 | $842,000 | +4331.6% | 15,846 | +3736.8% | 0.07% | +3500.0% |
Q3 2016 | $19,000 | – | 413 | – | 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% |