ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $25,000 | +8.7% | 324 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 324 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | -37.8% | 324 | -38.9% | 0.01% | -45.5% |
| Q1 2021 | $37,000 | +12.1% | 530 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $33,000 | +13.8% | 530 | 0.0% | 0.01% | +66.7% |
| Q3 2020 | $29,000 | +3.6% | 530 | 0.0% | 0.01% | -45.5% |
| Q2 2020 | $28,000 | -3.4% | 530 | -15.3% | 0.01% | -21.4% |
| Q1 2020 | $29,000 | -78.8% | 626 | -71.2% | 0.01% | -74.5% |
| Q4 2019 | $137,000 | -79.5% | 2,174 | -81.2% | 0.06% | -75.9% |
| Q3 2019 | $668,000 | -55.2% | 11,551 | -56.1% | 0.23% | -61.7% |
| Q2 2019 | $1,490,000 | -3.2% | 26,303 | -6.3% | 0.60% | -7.6% |
| Q1 2019 | $1,539,000 | -9.5% | 28,074 | -19.0% | 0.64% | -22.9% |
| Q4 2018 | $1,701,000 | – | 34,642 | – | 0.84% | – |
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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% |