ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,642 | -4.7% | 6,120 | 0.0% | 0.06% | -4.9% |
| Q2 2023 | $478,918 | +6.2% | 6,120 | +0.1% | 0.06% | +1.7% |
| Q1 2023 | $451,162 | +32.3% | 6,115 | +26.6% | 0.06% | +42.9% |
| Q4 2022 | $341,136 | +13.0% | 4,830 | +0.0% | 0.04% | -12.5% |
| Q3 2022 | $302,000 | -6.5% | 4,829 | -0.0% | 0.05% | -4.0% |
| Q2 2022 | $323,000 | -11.7% | 4,830 | 0.0% | 0.05% | +8.7% |
| Q1 2022 | $366,000 | -0.8% | 4,830 | +0.0% | 0.05% | +7.0% |
| Q4 2021 | $369,000 | +5.7% | 4,829 | -2.0% | 0.04% | +2.4% |
| Q3 2021 | $349,000 | -6.2% | 4,929 | -4.7% | 0.04% | -14.3% |
| Q2 2021 | $372,000 | +4.5% | 5,170 | +0.0% | 0.05% | -22.2% |
| Q1 2021 | $356,000 | +33.3% | 5,169 | +164.7% | 0.06% | -68.3% |
| Q4 2014 | $267,000 | +4.7% | 1,953 | 0.0% | 0.20% | +5.9% |
| Q3 2014 | $255,000 | -3.8% | 1,953 | -2.3% | 0.19% | -4.1% |
| Q2 2014 | $265,000 | +5.2% | 1,998 | 0.0% | 0.20% | +4.8% |
| Q1 2014 | $252,000 | +2.0% | 1,998 | 0.0% | 0.19% | -6.0% |
| Q4 2013 | $247,000 | – | 1,998 | – | 0.20% | – |
Download | ||||||
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% |