ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 617 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $467,033 | -22.3% | 5,164 | -27.5% | 0.30% | -28.1% |
| Q4 2023 | $600,936 | +14.9% | 7,126 | +1.7% | 0.42% | +1.7% |
| Q3 2023 | $522,788 | -8.3% | 7,006 | -3.9% | 0.41% | -5.1% |
| Q2 2023 | $570,281 | -0.1% | 7,287 | -5.9% | 0.43% | -1.6% |
| Q1 2023 | $571,058 | +4.5% | 7,740 | 0.0% | 0.44% | -2.4% |
| Q4 2022 | $546,676 | – | 7,740 | – | 0.45% | – |
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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% |