ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 341 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $328,461 | -2.6% | 3,727 | 0.0% | 0.03% | +4.0% |
| Q1 2024 | $337,070 | +180.1% | 3,727 | +161.2% | 0.02% | +212.5% |
| Q4 2023 | $120,339 | +13.0% | 1,427 | 0.0% | 0.01% | -11.1% |
| Q3 2023 | $106,483 | +719.1% | 1,427 | +744.4% | 0.01% | +800.0% |
| Q1 2022 | $13,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | -50.0% | 169 | -59.2% | 0.00% | -66.7% |
| Q4 2020 | $26,000 | +18.2% | 414 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | -48.8% | 414 | -49.9% | 0.00% | -50.0% |
| Q2 2020 | $43,000 | -32.8% | 827 | -19.2% | 0.01% | -33.3% |
| Q4 2019 | $64,000 | – | 1,023 | – | 0.01% | – |
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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% |