ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 563 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $69,458 | +7.2% | 768 | 0.0% | 0.02% | -16.0% |
| Q4 2023 | $64,765 | +11.4% | 768 | -1.4% | 0.02% | 0.0% |
| Q3 2023 | $58,129 | -13.8% | 779 | -9.6% | 0.02% | -7.4% |
| Q2 2023 | $67,461 | +138.3% | 862 | +121.6% | 0.03% | +92.9% |
| Q1 2023 | $28,308 | -48.6% | 389 | -50.1% | 0.01% | -44.0% |
| Q4 2022 | $55,021 | +12.3% | 779 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $49,000 | -5.8% | 779 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $52,000 | -11.9% | 779 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $59,000 | 0.0% | 779 | 0.0% | 0.03% | +8.3% |
| Q4 2021 | $59,000 | +5.4% | 779 | 0.0% | 0.02% | -7.7% |
| Q3 2021 | $56,000 | 0.0% | 779 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $56,000 | -1.8% | 779 | 0.0% | 0.02% | -10.7% |
| Q1 2021 | $57,000 | +58.3% | 779 | +34.5% | 0.03% | +40.0% |
| Q4 2020 | $36,000 | +33.3% | 579 | +20.6% | 0.02% | +25.0% |
| Q3 2020 | $27,000 | – | 480 | – | 0.02% | – |
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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% |