ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $162,952 | +157.4% | 1,849 | +164.1% | 0.00% | – |
| Q1 2024 | $63,308 | -64.9% | 700 | -67.3% | 0.00% | – |
| Q4 2023 | $180,382 | -42.2% | 2,139 | -48.9% | 0.00% | -100.0% |
| Q3 2023 | $312,061 | +944.0% | 4,182 | +895.7% | 0.00% | – |
| Q2 2023 | $29,890 | -76.2% | 420 | -75.3% | 0.00% | -100.0% |
| Q1 2023 | $125,574 | -54.1% | 1,702 | -56.1% | 0.00% | 0.0% |
| Q4 2022 | $273,833 | -17.5% | 3,877 | -27.0% | 0.00% | -50.0% |
| Q3 2022 | $332,000 | +2113.3% | 5,308 | +2269.6% | 0.00% | – |
| Q2 2022 | $15,000 | -92.3% | 224 | -91.3% | 0.00% | -100.0% |
| Q1 2022 | $195,000 | +747.8% | 2,567 | +767.2% | 0.00% | – |
| Q4 2021 | $23,000 | +64.3% | 296 | +48.0% | 0.00% | – |
| Q3 2021 | $14,000 | -64.1% | 200 | -62.7% | 0.00% | – |
| Q2 2021 | $39,000 | – | 536 | – | 0.00% | – |
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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% |