ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 543 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $122,472 | +12.4% | 1,734 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $109,000 | -6.0% | 1,734 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $116,000 | -12.1% | 1,734 | 0.0% | 0.08% | -7.9% |
| Q1 2022 | $132,000 | 0.0% | 1,734 | 0.0% | 0.09% | -11.0% |
| Q4 2021 | $132,000 | +7.3% | 1,734 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $123,000 | -1.6% | 1,734 | 0.0% | 0.10% | -9.2% |
| Q2 2021 | $125,000 | -22.4% | 1,734 | -25.9% | 0.11% | -25.9% |
| Q1 2021 | $161,000 | -17.4% | 2,339 | -25.3% | 0.15% | -22.6% |
| Q4 2020 | $195,000 | – | 3,132 | – | 0.19% | – |
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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% |