ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,578,388 | -7.4% | 169,034 | -14.6% | 0.06% | -8.7% |
| Q1 2024 | $17,897,434 | +7.1% | 197,893 | -0.2% | 0.07% | -2.8% |
| Q4 2023 | $16,714,787 | +111592.5% | 198,207 | -1.2% | 0.07% | -18.4% |
| Q3 2023 | $14,965 | -3.1% | 200,543 | +1.7% | 0.09% | -5.4% |
| Q2 2023 | $15,438 | -13.1% | 197,271 | -18.0% | 0.09% | -18.6% |
| Q1 2023 | $17,758 | +30.6% | 240,685 | +25.0% | 0.11% | +21.5% |
| Q4 2022 | $13,598 | -99.9% | 192,531 | +1.6% | 0.09% | +3.3% |
| Q3 2022 | $11,864,000 | +10492.9% | 189,494 | +11179.4% | 0.09% | +8900.0% |
| Q2 2022 | $112,000 | -11.8% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $127,000 | -0.8% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $128,000 | +7.6% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $119,000 | -1.7% | 1,680 | -0.1% | 0.00% | 0.0% |
| Q2 2021 | $121,000 | +4.3% | 1,681 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $116,000 | +10.5% | 1,680 | -0.5% | 0.00% | 0.0% |
| Q4 2020 | $105,000 | +15.4% | 1,688 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $91,000 | +3.4% | 1,680 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $88,000 | +12.8% | 1,680 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $78,000 | – | 1,680 | – | 0.00% | – |
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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% |