ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,026,000 | -49.5% | 32,355 | -46.0% | 0.32% | -47.1% |
Q2 2022 | $4,008,000 | -12.6% | 59,931 | -0.8% | 0.60% | -2.9% |
Q1 2022 | $4,584,000 | +46.7% | 60,421 | +47.6% | 0.62% | +49.0% |
Q4 2021 | $3,124,000 | +1.5% | 40,927 | -5.7% | 0.42% | -8.7% |
Q3 2021 | $3,078,000 | -7.6% | 43,421 | -6.2% | 0.46% | -9.1% |
Q2 2021 | $3,331,000 | – | 46,283 | – | 0.50% | – |
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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% |