ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,208 | -4.5% | 217,210 | +0.2% | 1.38% | -2.2% |
| Q2 2023 | $16,963 | +8.5% | 216,754 | +2.3% | 1.41% | -17.8% |
| Q1 2023 | $15,638 | +4.5% | 211,948 | +0.1% | 1.72% | -4.4% |
| Q4 2022 | $14,959 | -99.9% | 211,791 | +12.3% | 1.80% | +17.7% |
| Q3 2022 | $11,805,000 | +299.1% | 188,542 | +326.4% | 1.53% | +323.9% |
| Q2 2022 | $2,958,000 | +2028.1% | 44,222 | +2313.9% | 0.36% | +2471.4% |
| Q1 2022 | $139,000 | – | 1,832 | – | 0.01% | – |
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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% |