ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 556 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204 | -100.0% | 2,763 | -60.3% | 0.02% | -11.1% |
| Q1 2021 | $508,000 | +287.8% | 6,957 | +229.9% | 0.02% | +200.0% |
| Q4 2020 | $131,000 | +11.0% | 2,109 | -2.6% | 0.01% | 0.0% |
| Q3 2020 | $118,000 | +2.6% | 2,165 | -1.6% | 0.01% | 0.0% |
| Q2 2020 | $115,000 | -35.4% | 2,201 | -42.9% | 0.01% | -53.8% |
| Q1 2020 | $178,000 | -75.3% | 3,858 | -66.3% | 0.01% | -76.4% |
| Q4 2019 | $722,000 | +491.8% | 11,458 | +441.0% | 0.06% | +450.0% |
| Q3 2019 | $122,000 | – | 2,118 | – | 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% |