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 | $6,124,659 | -6.7% | 82,081 | -2.2% | 5.08% | +2.9% |
| Q2 2023 | $6,565,563 | +6.8% | 83,894 | +0.8% | 4.93% | +2.9% |
| Q1 2023 | $6,147,785 | +1.0% | 83,232 | -3.5% | 4.79% | +4.4% |
| Q4 2022 | $6,089,060 | +10.0% | 86,244 | -2.5% | 4.59% | -2.9% |
| Q3 2022 | $5,537,000 | -5.7% | 88,471 | +0.7% | 4.73% | +0.1% |
| Q2 2022 | $5,874,000 | -13.6% | 87,827 | -1.9% | 4.72% | +3.9% |
| Q1 2022 | $6,795,000 | +1.8% | 89,564 | +2.5% | 4.54% | +7.5% |
| Q4 2021 | $6,672,000 | +11.9% | 87,418 | +3.9% | 4.23% | -3.6% |
| Q3 2021 | $5,962,000 | +1.2% | 84,111 | +2.6% | 4.39% | +1.3% |
| Q2 2021 | $5,894,000 | +1.1% | 81,965 | -3.1% | 4.33% | -6.8% |
| Q1 2021 | $5,829,000 | +14.2% | 84,594 | +2.9% | 4.65% | +5.9% |
| Q4 2020 | $5,106,000 | +19.0% | 82,196 | +4.0% | 4.39% | +13.5% |
| Q3 2020 | $4,290,000 | +10.3% | 79,020 | +6.1% | 3.86% | -9.5% |
| Q2 2020 | $3,888,000 | +13.9% | 74,501 | +0.7% | 4.27% | +3.7% |
| Q1 2020 | $3,413,000 | -25.6% | 73,960 | +1.6% | 4.12% | -15.9% |
| Q4 2019 | $4,588,000 | – | 72,813 | – | 4.90% | – |
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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% |