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 | $275,945 | +95382.7% | 3,698 | 0.0% | 0.13% | -1.6% |
| Q2 2023 | $289 | +6.6% | 3,698 | +0.7% | 0.13% | -0.8% |
| Q1 2023 | $271 | +4.6% | 3,673 | 0.0% | 0.13% | -3.0% |
| Q4 2022 | $259 | -99.9% | 3,673 | 0.0% | 0.13% | +12.6% |
| Q3 2022 | $230,000 | -6.5% | 3,673 | 0.0% | 0.12% | -1.7% |
| Q2 2022 | $246,000 | -11.8% | 3,673 | 0.0% | 0.12% | +8.0% |
| Q1 2022 | $279,000 | -0.4% | 3,673 | 0.0% | 0.11% | +7.7% |
| Q4 2021 | $280,000 | +7.7% | 3,673 | 0.0% | 0.10% | -5.5% |
| Q3 2021 | $260,000 | -2.3% | 3,673 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $266,000 | +5.1% | 3,673 | 0.0% | 0.11% | -11.4% |
| Q1 2021 | $253,000 | +11.0% | 3,673 | 0.0% | 0.12% | +5.1% |
| Q4 2020 | $228,000 | +1.8% | 3,673 | 0.0% | 0.12% | -1.7% |
| Q3 2020 | $224,000 | +16.7% | 3,673 | 0.0% | 0.12% | 0.0% |
| Q2 2020 | $192,000 | +90.1% | 3,673 | +86.2% | 0.12% | +75.0% |
| Q1 2020 | $101,000 | +1022.2% | 1,973 | +1361.5% | 0.07% | +1033.3% |
| Q4 2019 | $9,000 | +28.6% | 135 | +12.5% | 0.01% | +20.0% |
| Q3 2019 | $7,000 | – | 120 | – | 0.01% | – |
Download | ||||||
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% |