ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 414 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $425,309 | -2.2% | 4,826 | +0.3% | 0.09% | -5.3% |
| Q1 2024 | $435,071 | +6.3% | 4,811 | -0.9% | 0.10% | 0.0% |
| Q4 2023 | $409,419 | +13.8% | 4,855 | +0.7% | 0.10% | +3.3% |
| Q3 2023 | $359,701 | -9.5% | 4,820 | -5.1% | 0.09% | -5.2% |
| Q2 2023 | $397,439 | +10.7% | 5,078 | +4.3% | 0.10% | +4.3% |
| Q1 2023 | $359,076 | +7.5% | 4,867 | +2.9% | 0.09% | +2.2% |
| Q4 2022 | $334,177 | +11.8% | 4,731 | -0.9% | 0.09% | +9.6% |
| Q3 2022 | $299,000 | -5.7% | 4,776 | +0.5% | 0.08% | -2.4% |
| Q2 2022 | $317,000 | -11.7% | 4,754 | +0.3% | 0.08% | 0.0% |
| Q1 2022 | $359,000 | -0.6% | 4,740 | +0.2% | 0.08% | +2.4% |
| Q4 2021 | $361,000 | +8.1% | 4,730 | +0.3% | 0.08% | -1.2% |
| Q3 2021 | $334,000 | -3.2% | 4,715 | -1.9% | 0.08% | -4.5% |
| Q2 2021 | $345,000 | +4.5% | 4,806 | +0.2% | 0.09% | -4.3% |
| Q1 2021 | $330,000 | +7.5% | 4,796 | -2.9% | 0.09% | -1.1% |
| Q4 2020 | $307,000 | +10.4% | 4,941 | -3.7% | 0.09% | -5.1% |
| Q3 2020 | $278,000 | +5.7% | 5,129 | +1.5% | 0.10% | -1.0% |
| Q2 2020 | $263,000 | +28.9% | 5,055 | +8.9% | 0.10% | +2.1% |
| Q1 2020 | $204,000 | -25.3% | 4,641 | +7.4% | 0.10% | +6.6% |
| Q4 2019 | $273,000 | +14.2% | 4,321 | +2.7% | 0.09% | +4.6% |
| Q3 2019 | $239,000 | -14.3% | 4,208 | -14.0% | 0.09% | -16.3% |
| Q2 2019 | $279,000 | – | 4,893 | – | 0.10% | – |
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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% |