ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,426 | -0.0% | 1,748 | +4.9% | 0.09% | +3.3% |
| Q2 2023 | $130,449 | -64.5% | 1,666 | -66.6% | 0.09% | -66.8% |
| Q1 2023 | $367,720 | -0.2% | 4,984 | -4.5% | 0.27% | -9.0% |
| Q4 2022 | $368,598 | +328.6% | 5,219 | +277.9% | 0.30% | +281.0% |
| Q3 2022 | $86,000 | -16.5% | 1,381 | -10.3% | 0.08% | -23.3% |
| Q2 2022 | $103,000 | -23.7% | 1,539 | -13.4% | 0.10% | -5.5% |
| Q1 2022 | $135,000 | +11.6% | 1,778 | +12.1% | 0.11% | +19.8% |
| Q4 2021 | $121,000 | +8.0% | 1,586 | +0.2% | 0.09% | +2.2% |
| Q3 2021 | $112,000 | -17.0% | 1,583 | -15.8% | 0.09% | -15.2% |
| Q2 2021 | $135,000 | +21.6% | 1,881 | +16.9% | 0.10% | +14.1% |
| Q1 2021 | $111,000 | +73.4% | 1,609 | +57.1% | 0.09% | +55.9% |
| Q4 2020 | $64,000 | – | 1,024 | – | 0.06% | – |
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% |