ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 477 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $409,627 | +2.1% | 4,648 | +4.8% | 0.05% | 0.0% |
| Q1 2024 | $401,182 | +6.7% | 4,436 | -0.5% | 0.05% | 0.0% |
| Q4 2023 | $376,060 | +12.2% | 4,459 | -0.7% | 0.05% | 0.0% |
| Q3 2023 | $335,226 | -21.3% | 4,492 | -17.5% | 0.05% | -17.2% |
| Q2 2023 | $425,873 | +21.9% | 5,442 | +14.9% | 0.06% | +12.3% |
| Q1 2023 | $349,353 | +10.0% | 4,735 | +5.3% | 0.06% | +1.8% |
| Q4 2022 | $317,461 | -8.2% | 4,495 | -18.5% | 0.06% | -17.6% |
| Q3 2022 | $346,000 | -11.1% | 5,514 | -5.1% | 0.07% | -9.3% |
| Q2 2022 | $389,000 | -47.6% | 5,808 | -40.6% | 0.08% | -50.7% |
| Q1 2022 | $743,000 | -20.1% | 9,784 | -19.7% | 0.15% | -18.7% |
| Q4 2021 | $930,000 | +3.6% | 12,186 | -3.8% | 0.19% | -7.4% |
| Q3 2021 | $898,000 | -10.0% | 12,664 | -8.7% | 0.20% | -14.0% |
| Q2 2021 | $998,000 | -22.0% | 13,871 | -25.4% | 0.24% | -34.5% |
| Q1 2021 | $1,280,000 | +6.9% | 18,583 | -3.4% | 0.36% | +1.7% |
| Q4 2020 | $1,197,000 | +12.8% | 19,243 | -1.6% | 0.35% | -7.3% |
| Q3 2020 | $1,061,000 | +13.8% | 19,548 | +9.5% | 0.38% | +3.5% |
| Q2 2020 | $932,000 | +4.6% | 17,847 | -7.5% | 0.37% | -23.3% |
| Q1 2020 | $891,000 | – | 19,287 | – | 0.48% | – |
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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% |