ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,471,519 | +947.4% | 18,803 | +887.6% | 0.17% | +894.1% |
Q1 2023 | $140,492 | -16.4% | 1,904 | -19.9% | 0.02% | -19.0% |
Q4 2022 | $167,972 | +9.1% | 2,378 | -3.4% | 0.02% | +5.0% |
Q3 2022 | $154,000 | -23.4% | 2,461 | -18.2% | 0.02% | -20.0% |
Q2 2022 | $201,000 | -13.7% | 3,010 | -1.9% | 0.02% | 0.0% |
Q1 2022 | $233,000 | +24.6% | 3,069 | +25.5% | 0.02% | +25.0% |
Q4 2021 | $187,000 | +6.2% | 2,445 | -1.7% | 0.02% | +5.3% |
Q3 2021 | $176,000 | +22.2% | 2,488 | +24.2% | 0.02% | +18.8% |
Q2 2021 | $144,000 | 0.0% | 2,004 | -3.9% | 0.02% | -5.9% |
Q1 2021 | $144,000 | +0.7% | 2,086 | -9.1% | 0.02% | -15.0% |
Q4 2020 | $143,000 | +14.4% | 2,295 | +0.1% | 0.02% | 0.0% |
Q3 2020 | $125,000 | +111.9% | 2,293 | +103.8% | 0.02% | +100.0% |
Q2 2020 | $59,000 | -40.4% | 1,125 | -47.3% | 0.01% | -50.0% |
Q1 2020 | $99,000 | -28.3% | 2,136 | -15.0% | 0.02% | -50.0% |
Q1 2019 | $138,000 | +12.2% | 2,512 | 0.0% | 0.04% | -4.8% |
Q4 2018 | $123,000 | -2.4% | 2,512 | +12.1% | 0.04% | +2.4% |
Q3 2018 | $126,000 | +5.0% | 2,240 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $120,000 | +2.6% | 2,240 | +2.1% | 0.04% | -6.8% |
Q1 2018 | $117,000 | -3.3% | 2,194 | +0.5% | 0.04% | -18.5% |
Q4 2017 | $121,000 | +8.0% | 2,184 | +2.1% | 0.05% | -3.6% |
Q3 2017 | $112,000 | +2.8% | 2,140 | 0.0% | 0.06% | +16.7% |
Q2 2017 | $109,000 | – | 2,140 | – | 0.05% | – |
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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% |