ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 480 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $38,298,525 | -4.7% | 434,569 | -2.2% | 0.50% | -10.3% |
| Q1 2024 | $40,175,119 | +20.9% | 444,218 | +12.7% | 0.55% | +7.6% |
| Q4 2023 | $33,237,196 | +329.0% | 394,133 | +279.6% | 0.51% | +272.5% |
| Q3 2023 | $7,747,958 | +7.5% | 103,832 | +12.7% | 0.14% | +6.2% |
| Q2 2023 | $7,210,687 | +4.8% | 92,138 | -1.2% | 0.13% | 0.0% |
| Q1 2023 | $6,882,018 | -6.2% | 93,278 | -10.2% | 0.13% | -13.3% |
| Q4 2022 | $7,336,423 | +412.7% | 103,871 | +354.6% | 0.15% | +368.8% |
| Q3 2022 | $1,431,000 | -9.4% | 22,850 | -3.3% | 0.03% | -3.0% |
| Q2 2022 | $1,580,000 | -34.0% | 23,628 | -25.1% | 0.03% | -21.4% |
| Q1 2022 | $2,395,000 | +2.4% | 31,562 | +3.0% | 0.04% | 0.0% |
| Q4 2021 | $2,338,000 | +5.6% | 30,629 | -1.9% | 0.04% | +5.0% |
| Q3 2021 | $2,214,000 | -11.3% | 31,230 | -10.0% | 0.04% | -16.7% |
| Q2 2021 | $2,497,000 | +232.0% | 34,700 | +126.6% | 0.05% | +45.5% |
| Q4 2018 | $752,000 | – | 15,314 | – | 0.03% | – |
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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% |