ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,342,233 | -7.0% | 310,249 | -4.6% | 9.83% | -6.9% |
| Q1 2024 | $29,407,524 | +5.8% | 325,161 | -1.3% | 10.56% | -1.9% |
| Q4 2023 | $27,787,951 | +18.4% | 329,514 | +4.7% | 10.76% | +6.4% |
| Q3 2023 | $23,473,653 | -5.3% | 314,576 | -0.7% | 10.12% | -2.4% |
| Q2 2023 | $24,784,956 | +4.8% | 316,700 | -1.2% | 10.36% | -4.3% |
| Q1 2023 | $23,646,422 | +4.6% | 320,499 | +0.2% | 10.83% | -6.3% |
| Q4 2022 | $22,596,291 | +18.4% | 319,925 | +5.0% | 11.56% | +3.2% |
| Q3 2022 | $19,081,000 | +1.4% | 304,753 | +8.3% | 11.19% | +6.9% |
| Q2 2022 | $18,826,000 | -3.0% | 281,489 | +10.1% | 10.47% | +4.4% |
| Q1 2022 | $19,406,000 | +21.7% | 255,773 | +22.4% | 10.03% | +15.0% |
| Q4 2021 | $15,952,000 | +12.4% | 208,966 | +4.3% | 8.72% | +1.1% |
| Q3 2021 | $14,198,000 | +3.0% | 200,306 | +4.6% | 8.62% | -1.4% |
| Q2 2021 | $13,779,000 | +6.0% | 191,481 | +1.5% | 8.74% | -0.9% |
| Q1 2021 | $12,997,000 | +7.9% | 188,637 | -2.6% | 8.82% | -6.9% |
| Q4 2020 | $12,050,000 | – | 193,762 | – | 9.47% | – |
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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% |