Family Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 563 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Family Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,269,964
+15.6%
25,757
+18.6%
1.55%
+13.0%
Q1 2024$1,963,995
+33.1%
21,716
+24.1%
1.37%
+30.9%
Q4 2023$1,475,100
+253.5%
17,492
+212.8%
1.05%
+280.4%
Q3 2023$417,2755,5920.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 229,999$17,450,00011.93%
IRONWOOD WEALTH MANAGEMENT, INC. 215,151$16,324,00011.78%
COREPATH WEALTH PARTNERS LLC 213,114$15,864,00011.04%
ASPIRIANT, LLC 2,495,486$189,318,00010.41%
Financial Council, LLC 110,463$8,381,00010.15%
ForthRight Wealth Management, LLC 255,773$19,406,00010.03%
Employees' Retirement Fund of the City of Fort Worth 580,217$44,021,0639.24%
WJ Wealth Management, LLC 177,480$13,458,0008.95%
GDS Wealth Management 533,216$40,311,0008.88%
SIGNATUREFD, LLC 3,843,218$291,585,0008.78%
View complete list of ISHARES TR shareholders