ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $226,439 | +3.5% | 3,069 | -1.0% | 0.02% | -9.5% |
| Q4 2022 | $218,850 | +5.7% | 3,099 | +0.0% | 0.02% | -12.5% |
| Q2 2022 | $207,000 | -17.9% | 3,098 | -6.6% | 0.02% | -7.7% |
| Q1 2022 | $252,000 | +12.5% | 3,317 | +13.1% | 0.03% | +13.0% |
| Q4 2021 | $224,000 | +7.7% | 2,932 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $208,000 | -1.4% | 2,932 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $211,000 | +4.5% | 2,932 | +0.0% | 0.02% | 0.0% |
| Q1 2021 | $202,000 | +5.8% | 2,931 | -13.5% | 0.02% | -51.2% |
| Q3 2018 | $191,000 | -13.2% | 3,390 | -18.3% | 0.04% | -17.3% |
| Q1 2018 | $220,000 | +4.8% | 4,148 | +9.3% | 0.05% | +2.0% |
| Q4 2017 | $210,000 | +32.1% | 3,794 | +24.8% | 0.05% | +24.4% |
| Q3 2017 | $159,000 | +6.0% | 3,040 | +3.4% | 0.04% | -2.4% |
| Q2 2017 | $150,000 | – | 2,940 | – | 0.04% | – |
Download | ||||||
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% |