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 | $934,765 | -4.7% | 12,527 | 0.0% | 0.66% | +0.5% |
| Q2 2023 | $980,363 | +6.5% | 12,527 | +0.4% | 0.66% | +9.5% |
| Q1 2023 | $920,941 | +4.3% | 12,482 | -0.1% | 0.60% | -10.4% |
| Q4 2022 | $882,648 | +15.1% | 12,497 | +2.0% | 0.67% | +22.6% |
| Q3 2022 | $767,000 | -29.8% | 12,257 | -25.0% | 0.55% | -24.3% |
| Q2 2022 | $1,093,000 | -11.4% | 16,335 | +0.5% | 0.72% | +6.9% |
| Q1 2022 | $1,234,000 | -0.1% | 16,259 | +0.5% | 0.68% | -5.6% |
| Q4 2021 | $1,235,000 | +8.9% | 16,181 | +1.1% | 0.72% | +3.5% |
| Q3 2021 | $1,134,000 | -20.2% | 16,000 | -19.0% | 0.69% | -15.6% |
| Q2 2021 | $1,421,000 | -41.6% | 19,752 | -65.1% | 0.82% | -52.5% |
| Q1 2021 | $2,432,000 | -44.4% | 56,559 | -19.6% | 1.73% | -55.2% |
| Q4 2020 | $4,377,000 | -2.9% | 70,374 | -15.3% | 3.86% | -8.3% |
| Q3 2020 | $4,510,000 | -48.6% | 83,073 | -50.6% | 4.21% | -51.6% |
| Q2 2020 | $8,778,000 | -49.9% | 168,063 | -55.7% | 8.70% | -25.9% |
| Q1 2020 | $17,518,000 | -12.5% | 379,347 | +19.4% | 11.73% | -3.1% |
| Q4 2019 | $20,029,000 | +64.9% | 317,821 | +51.3% | 12.11% | +112.2% |
| Q3 2019 | $12,145,000 | +4.2% | 210,119 | +2.1% | 5.71% | +0.8% |
| Q2 2019 | $11,660,000 | +3.9% | 205,822 | +0.5% | 5.66% | -3.8% |
| Q1 2019 | $11,224,000 | +11.0% | 204,697 | -0.6% | 5.89% | -3.9% |
| Q4 2018 | $10,108,000 | +724.5% | 205,899 | +847.0% | 6.12% | +788.8% |
| Q3 2018 | $1,226,000 | +5.4% | 21,742 | +0.3% | 0.69% | +3.1% |
| Q2 2018 | $1,163,000 | +1.0% | 21,669 | 0.0% | 0.67% | +5.4% |
| Q1 2018 | $1,151,000 | -32.7% | 21,669 | -29.8% | 0.63% | -39.5% |
| Q4 2017 | $1,709,000 | -4.8% | 30,847 | -10.0% | 1.05% | -15.8% |
| Q3 2017 | $1,795,000 | – | 34,279 | – | 1.24% | – |
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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% |