ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,271 | -4.7% | 3,997 | 0.0% | 0.24% | -9.5% |
| Q2 2023 | $312,822 | +15.6% | 3,997 | +9.0% | 0.26% | -12.7% |
| Q1 2023 | $270,655 | +0.8% | 3,668 | -3.5% | 0.30% | -9.4% |
| Q4 2022 | $268,402 | +17.2% | 3,800 | +4.0% | 0.33% | +6.8% |
| Q3 2022 | $229,000 | -22.1% | 3,654 | -16.9% | 0.31% | -9.6% |
| Q2 2022 | $294,000 | -2.6% | 4,395 | +10.6% | 0.34% | +21.2% |
| Q1 2022 | $302,000 | 0.0% | 3,975 | +0.5% | 0.28% | +5.2% |
| Q4 2021 | $302,000 | – | 3,956 | – | 0.27% | – |
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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% |