ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 568 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $43,100 | -2.1% | 489 | +0.4% | 0.01% | 0.0% |
| Q1 2024 | $44,017 | +7.8% | 487 | +0.6% | 0.01% | 0.0% |
| Q4 2023 | $40,841 | +14.2% | 484 | +1.0% | 0.01% | 0.0% |
| Q3 2023 | $35,751 | -4.7% | 479 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37,495 | -0.4% | 479 | -6.1% | 0.01% | -27.3% |
| Q1 2023 | $37,655 | +4.9% | 510 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $35,883 | +5.5% | 508 | +1.2% | 0.01% | +22.2% |
| Q2 2022 | $34,000 | -19.0% | 502 | -9.2% | 0.01% | -18.2% |
| Q1 2022 | $42,000 | -4.5% | 553 | -4.7% | 0.01% | 0.0% |
| Q4 2021 | $44,000 | +2100.0% | 580 | +1657.6% | 0.01% | +1000.0% |
| Q3 2021 | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | -98.6% | 33 | -98.6% | 0.00% | -99.1% |
| Q4 2020 | $142,000 | – | 2,288 | – | 0.11% | – |
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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% |