ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 265 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,363,812 | +6.7% | 15,475 | +9.5% | 0.12% | +4.3% |
| Q1 2024 | $1,278,460 | +14.3% | 14,136 | +6.6% | 0.12% | +9.4% |
| Q4 2023 | $1,118,301 | +7.7% | 13,261 | -4.7% | 0.11% | -0.9% |
| 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% | – |
Download | ||||||
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% |