ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 617 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $353,322 | -41.1% | 4,009 | -39.5% | 0.01% | -43.8% |
| Q1 2024 | $599,481 | +77.8% | 6,628 | +65.8% | 0.02% | +45.5% |
| Q4 2023 | $337,132 | +13.4% | 3,998 | +0.3% | 0.01% | 0.0% |
| Q3 2023 | $297,389 | -4.7% | 3,985 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $311,896 | +6.2% | 3,985 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $293,734 | +3.8% | 3,981 | -0.6% | 0.01% | -14.3% |
| Q4 2022 | $282,920 | -7.8% | 4,006 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $307,000 | +39.5% | 4,040 | +39.9% | 0.01% | +40.0% |
| Q4 2021 | $220,000 | +2.3% | 2,888 | -4.7% | 0.01% | -9.1% |
| Q3 2021 | $215,000 | -11.2% | 3,030 | -10.0% | 0.01% | -15.4% |
| Q2 2021 | $242,000 | +21.0% | 3,368 | +16.1% | 0.01% | +8.3% |
| Q1 2021 | $200,000 | – | 2,900 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 229,999 | $17,450,000 | 11.93% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,151 | $16,324,000 | 11.78% |
| COREPATH WEALTH PARTNERS LLC | 213,114 | $15,864,000 | 11.04% |
| ASPIRIANT, LLC | 2,495,486 | $189,318,000 | 10.41% |
| Financial Council, LLC | 110,463 | $8,381,000 | 10.15% |
| ForthRight Wealth Management, LLC | 255,773 | $19,406,000 | 10.03% |
| Employees' Retirement Fund of the City of Fort Worth | 580,217 | $44,021,063 | 9.24% |
| WJ Wealth Management, LLC | 177,480 | $13,458,000 | 8.95% |
| GDS Wealth Management | 533,216 | $40,311,000 | 8.88% |
| SIGNATUREFD, LLC | 3,843,218 | $291,585,000 | 8.78% |