ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $150,726 | -4.1% | 2,008 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $157,147 | +6.1% | 2,008 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $148,151 | +4.5% | 2,008 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $141,825 | +12.6% | 2,008 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $126,000 | -36.0% | 2,008 | -31.8% | 0.01% | -33.3% |
Q2 2022 | $197,000 | -12.1% | 2,946 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $224,000 | +26.6% | 2,946 | +18.0% | 0.02% | +16.7% |
Q3 2021 | $177,000 | +22.9% | 2,496 | +24.3% | 0.02% | +20.0% |
Q2 2021 | $144,000 | +4.3% | 2,008 | 0.0% | 0.02% | -6.2% |
Q1 2021 | $138,000 | +10.4% | 2,008 | 0.0% | 0.02% | +6.7% |
Q4 2020 | $125,000 | +14.7% | 2,008 | 0.0% | 0.02% | +7.1% |
Q3 2020 | $109,000 | +3.8% | 2,008 | 0.0% | 0.01% | -6.7% |
Q2 2020 | $105,000 | +12.9% | 2,008 | 0.0% | 0.02% | -6.2% |
Q1 2020 | $93,000 | -26.8% | 2,008 | 0.0% | 0.02% | -15.8% |
Q4 2019 | $127,000 | +9.5% | 2,008 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $116,000 | -59.2% | 2,008 | -60.0% | 0.02% | -59.6% |
Q2 2019 | $284,000 | +0.7% | 5,015 | -2.3% | 0.05% | -4.1% |
Q1 2019 | $282,000 | +11.9% | 5,135 | 0.0% | 0.05% | +2.1% |
Q4 2018 | $252,000 | -13.1% | 5,135 | 0.0% | 0.05% | -5.9% |
Q3 2018 | $290,000 | +141.7% | 5,135 | +128.9% | 0.05% | +121.7% |
Q2 2018 | $120,000 | +0.8% | 2,243 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $119,000 | -4.0% | 2,243 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $124,000 | -1.6% | 2,243 | -6.7% | 0.02% | -8.0% |
Q3 2017 | $126,000 | +3.3% | 2,403 | 0.0% | 0.02% | +4.2% |
Q2 2017 | $122,000 | -3.9% | 2,403 | -4.5% | 0.02% | -11.1% |
Q1 2017 | $127,000 | +2.4% | 2,517 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $124,000 | +6.9% | 2,517 | 0.0% | 0.03% | 0.0% |
Q3 2016 | $116,000 | +2.7% | 2,517 | +200.0% | 0.03% | -3.6% |
Q2 2016 | $113,000 | -13.7% | 839 | -17.6% | 0.03% | -17.6% |
Q1 2016 | $131,000 | +0.8% | 1,018 | 0.0% | 0.03% | -2.9% |
Q4 2015 | $130,000 | +4.8% | 1,018 | 0.0% | 0.04% | +9.4% |
Q3 2015 | $124,000 | -9.5% | 1,018 | 0.0% | 0.03% | -5.9% |
Q2 2015 | $137,000 | 0.0% | 1,018 | 0.0% | 0.03% | 0.0% |
Q1 2015 | $137,000 | -34.8% | 1,018 | -33.9% | 0.03% | -41.4% |
Q4 2014 | $210,000 | – | 1,540 | – | 0.06% | – |
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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% |