ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,474,088 | -23.8% | 100,162 | -20.1% | 0.07% | -25.5% |
| Q2 2023 | $9,807,152 | -18.8% | 125,315 | -23.5% | 0.10% | -25.2% |
| Q1 2023 | $12,081,867 | -1.2% | 163,755 | -5.4% | 0.13% | +20.2% |
| Q4 2022 | $12,227,183 | -99.9% | 173,116 | -50.0% | 0.11% | -6.0% |
| Q3 2022 | $10,857,847,000 | +64843.2% | 346,496 | +38.6% | 0.12% | -32.6% |
| Q2 2022 | $16,719,000 | +24.1% | 249,983 | +40.8% | 0.17% | +22.9% |
| Q1 2022 | $13,467,000 | -8.7% | 177,506 | -8.2% | 0.14% | -6.0% |
| Q4 2021 | $14,758,000 | +41.2% | 193,316 | +31.1% | 0.15% | +41.9% |
| Q3 2021 | $10,451,000 | -28.1% | 147,443 | -27.0% | 0.10% | -36.4% |
| Q2 2021 | $14,526,000 | +12.0% | 201,865 | +7.3% | 0.16% | 0.0% |
| Q1 2021 | $12,964,000 | +8.6% | 188,155 | -2.8% | 0.16% | +19.6% |
| Q4 2020 | $11,941,000 | -99.9% | 193,604 | -2.7% | 0.14% | -32.0% |
| Q3 2020 | $10,849,000,000 | – | 198,964 | – | 0.20% | – |
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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% |