ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 315 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $66,402 | -99.9% | 900 | 0.0% | 0.05% | +12.8% |
| Q2 2022 | $60,192,000 | -11.8% | 900 | 0.0% | 0.05% | +11.9% |
| Q1 2022 | $68,283,000 | -0.6% | 900 | 0.0% | 0.04% | +5.0% |
| Q4 2021 | $68,706,000 | +7.7% | 900 | 0.0% | 0.04% | -4.8% |
| Q3 2021 | $63,792,000 | -1.5% | 900 | 0.0% | 0.04% | +2.4% |
| Q2 2021 | $64,764,000 | +4.4% | 900 | 0.0% | 0.04% | +2.5% |
| Q1 2021 | $62,010,000 | +3.9% | 900 | -6.2% | 0.04% | -9.1% |
| Q4 2020 | $59,702,000 | +14.6% | 960 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $52,118,000 | +3.9% | 960 | 0.0% | 0.04% | -6.4% |
| Q2 2020 | $50,140,000 | +13.1% | 960 | 0.0% | 0.05% | -4.1% |
| Q1 2020 | $44,332,000 | -26.7% | 960 | 0.0% | 0.05% | +6.5% |
| Q4 2019 | $60,499,000 | +9.0% | 960 | 0.0% | 0.05% | +7.0% |
| Q3 2019 | $55,488,000 | +2.0% | 960 | 0.0% | 0.04% | -6.5% |
| Q2 2019 | $54,384,000 | – | 960 | – | 0.05% | – |
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% |