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 2023 | $373,535 | -5.7% | 4,773 | -11.1% | 0.01% | -17.6% |
| Q1 2023 | $396,051 | -19.1% | 5,368 | -22.6% | 0.02% | -29.2% |
| Q4 2022 | $489,607 | +44.4% | 6,932 | +27.9% | 0.02% | +26.3% |
| Q3 2022 | $339,000 | -7.4% | 5,420 | -0.9% | 0.02% | -9.5% |
| Q2 2022 | $366,000 | -11.2% | 5,468 | +0.8% | 0.02% | -8.7% |
| Q1 2022 | $412,000 | -19.2% | 5,426 | -18.8% | 0.02% | -20.7% |
| Q4 2021 | $510,000 | +32.5% | 6,679 | +22.9% | 0.03% | +11.5% |
| Q3 2021 | $385,000 | +2.1% | 5,434 | +3.7% | 0.03% | -3.7% |
| Q2 2021 | $377,000 | +25.7% | 5,241 | +20.6% | 0.03% | 0.0% |
| Q1 2021 | $300,000 | – | 4,347 | – | 0.03% | – |
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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% |