ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 299 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,222,000 | +4.9% | 19,521 | +13.2% | 0.05% | +8.2% |
| Q2 2022 | $1,165,000 | -13.4% | 17,247 | -2.8% | 0.05% | -5.8% |
| Q1 2022 | $1,345,000 | +61.7% | 17,739 | +63.4% | 0.05% | +33.3% |
| Q4 2021 | $832,000 | -25.0% | 10,856 | -30.6% | 0.04% | -27.8% |
| Q3 2021 | $1,109,000 | -2.7% | 15,650 | -1.2% | 0.05% | +3.8% |
| Q2 2021 | $1,140,000 | +18.8% | 15,844 | +13.8% | 0.05% | +4.0% |
| Q1 2021 | $960,000 | +8.0% | 13,927 | -2.6% | 0.05% | +6.4% |
| Q4 2020 | $889,000 | +58.2% | 14,296 | +32.9% | 0.05% | -9.6% |
| Q2 2020 | $562,000 | -0.2% | 10,758 | -14.8% | 0.05% | +2.0% |
| Q1 2020 | $563,000 | -27.8% | 12,623 | +2.1% | 0.05% | -8.9% |
| Q4 2019 | $780,000 | +13.9% | 12,366 | +3.1% | 0.06% | +7.7% |
| Q3 2019 | $685,000 | -55.5% | 11,997 | -61.5% | 0.05% | -62.0% |
| Q4 2018 | $1,541,000 | -84.9% | 31,154 | -84.4% | 0.14% | -90.6% |
| Q2 2017 | $10,188,000 | +1.6% | 200,008 | -1.9% | 1.46% | -10.2% |
| Q4 2016 | $10,023,000 | – | 203,966 | – | 1.63% | – |
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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% |