ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 218 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,038,636 | -4.7% | 13,919 | 0.0% | 0.11% | -21.3% |
Q2 2023 | $1,089,301 | -8.4% | 13,919 | -17.3% | 0.14% | -18.1% |
Q4 2022 | $1,188,703 | +244.6% | 16,830 | +205.2% | 0.17% | +201.8% |
Q3 2022 | $345,000 | +267.0% | 5,515 | +305.8% | 0.06% | +205.6% |
Q1 2021 | $94,000 | +10.6% | 1,359 | 0.0% | 0.02% | +12.5% |
Q4 2020 | $85,000 | +14.9% | 1,359 | 0.0% | 0.02% | +6.7% |
Q3 2020 | $74,000 | +4.2% | 1,359 | 0.0% | 0.02% | -6.2% |
Q2 2020 | $71,000 | +12.7% | 1,359 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $63,000 | -26.7% | 1,359 | 0.0% | 0.02% | -15.8% |
Q4 2019 | $86,000 | +8.9% | 1,359 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $79,000 | +2.6% | 1,359 | 0.0% | 0.02% | -5.0% |
Q2 2019 | $77,000 | +2.7% | 1,359 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $75,000 | +11.9% | 1,359 | 0.0% | 0.02% | -4.8% |
Q4 2018 | $67,000 | -13.0% | 1,359 | 0.0% | 0.02% | -19.2% |
Q3 2018 | $77,000 | +6.9% | 1,359 | 0.0% | 0.03% | -7.1% |
Q2 2018 | $72,000 | 0.0% | 1,359 | 0.0% | 0.03% | -3.4% |
Q1 2018 | $72,000 | – | 1,359 | – | 0.03% | – |
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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% |