ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 556 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,233,533 | +1.6% | 16,531 | +6.5% | 1.11% | -0.5% |
| Q2 2023 | $1,214,585 | +23.1% | 15,520 | +15.3% | 1.11% | +12.3% |
| Q1 2023 | $986,357 | +25.1% | 13,458 | +20.6% | 0.99% | +14.3% |
| Q4 2022 | $788,203 | +46.5% | 11,160 | +30.0% | 0.87% | +33.0% |
| Q3 2022 | $538,000 | +9.3% | 8,585 | +16.8% | 0.65% | +9.9% |
| Q2 2022 | $492,000 | -12.9% | 7,349 | -1.4% | 0.59% | -0.2% |
| Q1 2022 | $565,000 | +11.2% | 7,450 | +12.0% | 0.59% | +15.6% |
| Q4 2021 | $508,000 | – | 6,654 | – | 0.51% | – |
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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% |