ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,644,655 | -3.0% | 22,040 | +1.7% | 0.14% | -4.1% |
| Q2 2023 | $1,695,257 | +2.7% | 21,662 | -3.1% | 0.14% | -5.8% |
| Q1 2023 | $1,650,003 | +6.3% | 22,364 | +1.8% | 0.15% | -3.1% |
| Q4 2022 | $1,552,061 | -52.9% | 21,974 | -58.2% | 0.16% | -15.9% |
| Q3 2022 | $3,296,000 | -7.5% | 52,522 | -1.6% | 0.19% | -7.8% |
| Q2 2022 | $3,565,000 | -17.7% | 53,365 | -6.5% | 0.20% | -2.4% |
| Q1 2022 | $4,330,000 | +59.7% | 57,068 | +60.8% | 0.21% | -21.6% |
| Q4 2021 | $2,711,000 | +13.9% | 35,497 | +7.5% | 0.27% | +9.4% |
| Q2 2021 | $2,380,000 | +59.4% | 33,033 | +52.4% | 0.24% | +21.9% |
| Q1 2021 | $1,493,000 | +13.2% | 21,671 | +2.2% | 0.20% | +3.6% |
| Q4 2020 | $1,319,000 | -31.8% | 21,207 | -40.5% | 0.19% | -38.6% |
| Q3 2020 | $1,935,000 | +1.0% | 35,629 | -2.8% | 0.32% | -8.9% |
| Q2 2020 | $1,915,000 | -4.7% | 36,660 | -16.1% | 0.35% | -24.7% |
| Q1 2020 | $2,009,000 | +27.3% | 43,683 | +74.4% | 0.46% | +92.9% |
| Q4 2019 | $1,578,000 | -23.1% | 25,044 | -29.5% | 0.24% | -44.0% |
| Q3 2019 | $2,052,000 | +3.7% | 35,507 | +1.8% | 0.43% | +64.2% |
| Q2 2019 | $1,978,000 | +15.3% | 34,865 | +11.6% | 0.26% | -31.9% |
| Q1 2019 | $1,716,000 | +9.6% | 31,236 | -2.1% | 0.38% | -9.3% |
| Q4 2018 | $1,565,000 | – | 31,899 | – | 0.42% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 242,198 | $15,164,000 | 12.40% |
| ForthRight Wealth Management, LLC | 304,753 | $19,081,000 | 11.19% |
| COREPATH WEALTH PARTNERS LLC | 217,867 | $14,179,000 | 10.53% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,784 | $13,802,000 | 9.92% |
| Madison Wealth Partners, Inc | 198,124 | $12,405,000 | 8.11% |
| GDS Wealth Management | 579,599 | $36,289,000 | 8.08% |
| HANTZ FINANCIAL SERVICES, INC. | 328,692 | $20,579,000 | 8.05% |
| Drake & Associates, LLC | 218,039 | $13,651,000 | 7.77% |
| Financial Council, LLC | 107,188 | $6,711,000 | 7.75% |
| SIGNATUREFD, LLC | 3,605,089 | $225,715,000 | 7.73% |