ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 543 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $336,695 | -2.4% | 3,820 | +0.1% | 0.05% | -5.9% |
| Q1 2024 | $345,034 | +7.4% | 3,815 | +0.1% | 0.05% | -1.9% |
| Q4 2023 | $321,263 | +13.4% | 3,810 | +0.3% | 0.05% | -1.9% |
| Q3 2023 | $283,387 | -13.5% | 3,798 | -9.2% | 0.05% | -19.7% |
| Q2 2023 | $327,498 | -37.5% | 4,185 | -41.1% | 0.07% | -44.5% |
| Q1 2023 | $524,233 | +4.7% | 7,105 | +0.3% | 0.12% | -3.3% |
| Q4 2022 | $500,469 | +13.2% | 7,086 | +0.3% | 0.12% | +0.8% |
| Q3 2022 | $442,000 | -6.0% | 7,062 | +0.4% | 0.12% | -3.9% |
| Q2 2022 | $470,000 | -11.8% | 7,033 | +0.0% | 0.13% | -6.6% |
| Q1 2022 | $533,000 | -0.6% | 7,031 | +0.0% | 0.14% | -4.9% |
| Q4 2021 | $536,000 | +7.6% | 7,028 | +0.0% | 0.14% | -27.4% |
| Q3 2021 | $498,000 | -1.4% | 7,025 | +0.1% | 0.20% | -5.3% |
| Q2 2021 | $505,000 | +4.3% | 7,021 | +0.0% | 0.21% | -3.7% |
| Q1 2021 | $484,000 | +11.0% | 7,019 | +0.0% | 0.22% | -0.9% |
| Q4 2020 | $436,000 | +14.4% | 7,016 | +0.0% | 0.22% | 0.0% |
| Q3 2020 | $381,000 | +4.1% | 7,013 | +0.1% | 0.22% | -3.1% |
| Q2 2020 | $366,000 | +13.3% | 7,009 | +0.1% | 0.22% | -7.0% |
| Q1 2020 | $323,000 | -26.8% | 7,005 | +0.1% | 0.24% | -9.4% |
| Q4 2019 | $441,000 | +9.2% | 7,001 | +0.0% | 0.27% | +7.2% |
| Q3 2019 | $404,000 | +2.0% | 6,998 | +0.1% | 0.25% | +0.8% |
| Q2 2019 | $396,000 | -0.8% | 6,994 | -4.0% | 0.25% | -3.9% |
| Q1 2019 | $399,000 | -25.0% | 7,284 | -32.8% | 0.26% | -34.6% |
| Q4 2018 | $532,000 | -12.8% | 10,833 | 0.0% | 0.39% | -3.2% |
| Q3 2018 | $610,000 | -9.5% | 10,833 | -13.8% | 0.41% | -12.9% |
| Q2 2018 | $674,000 | -5.5% | 12,568 | -8.5% | 0.47% | -7.5% |
| Q1 2018 | $713,000 | -6.2% | 13,736 | 0.0% | 0.50% | -3.4% |
| Q4 2017 | $760,000 | -2.6% | 13,736 | -18.8% | 0.52% | -33.1% |
| Q3 2017 | $780,000 | +11.6% | 16,921 | +23.2% | 0.78% | +55.4% |
| Q2 2017 | $699,000 | +5.1% | 13,736 | +4.2% | 0.50% | -8.9% |
| Q1 2017 | $665,000 | +0.8% | 13,181 | -0.6% | 0.55% | -12.0% |
| Q4 2016 | $660,000 | – | 13,265 | – | 0.63% | – |
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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% |