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 | $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% | – |
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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% |