ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 617 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,621,625 | +3.7% | 97,828 | +6.4% | 0.27% | -3.6% |
| Q1 2024 | $8,315,156 | +6.6% | 91,941 | -0.7% | 0.28% | -3.4% |
| Q4 2023 | $7,798,424 | +14.4% | 92,629 | +1.4% | 0.29% | -9.6% |
| Q3 2023 | $6,817,207 | -2.6% | 91,359 | +2.2% | 0.32% | -11.3% |
| Q2 2023 | $6,997,347 | +77.6% | 89,412 | +67.5% | 0.36% | +57.1% |
| Q1 2023 | $3,939,305 | +214.7% | 53,393 | +201.2% | 0.23% | +171.8% |
| Q4 2022 | $1,251,855 | +428.2% | 17,724 | +368.3% | 0.08% | +372.2% |
| Q3 2022 | $237,000 | – | 3,785 | – | 0.02% | – |
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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% |