ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 398 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $35,164 | -16.6% | 399 | -14.4% | 0.01% | -17.6% |
| Q1 2024 | $42,146 | +7.2% | 466 | 0.0% | 0.02% | +6.2% |
| Q4 2023 | $39,298 | +13.0% | 466 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $34,773 | -4.7% | 466 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $36,470 | +6.1% | 466 | 0.0% | 0.02% | -5.9% |
| Q1 2023 | $34,382 | +4.5% | 466 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $32,914 | +13.5% | 466 | 0.0% | 0.02% | +6.2% |
| Q3 2022 | $29,000 | -6.5% | 466 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $31,000 | -11.4% | 466 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $35,000 | -2.8% | 466 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $36,000 | +9.1% | 466 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $33,000 | -2.9% | 466 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $34,000 | +6.2% | 466 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $32,000 | +10.3% | 466 | 0.0% | 0.02% | +5.9% |
| Q4 2020 | $29,000 | +16.0% | 466 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $25,000 | +4.2% | 466 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $24,000 | +9.1% | 466 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $22,000 | -24.1% | 466 | 0.0% | 0.02% | -9.5% |
| Q4 2019 | $29,000 | – | 466 | – | 0.02% | – |
Download | ||||||
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% |