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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $204,321 | -54.1% | 2,259 | -57.2% | 0.01% | -60.0% |
| Q4 2023 | $444,856 | +51.8% | 5,275 | +34.3% | 0.02% | 0.0% |
| Q3 2023 | $293,107 | -65.2% | 3,928 | -63.5% | 0.02% | -63.4% |
| Q2 2023 | $841,060 | +91.5% | 10,747 | +72.8% | 0.04% | +32.3% |
| Q4 2022 | $439,177 | +44.5% | 6,218 | +28.1% | 0.03% | +24.0% |
| Q3 2022 | $304,000 | – | 4,855 | – | 0.02% | – |
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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% |