STEVENS CAPITAL PARTNERS - ISHARES TR ownership

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
STEVENS CAPITAL PARTNERS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,123,024
-10.9%
149,062
-6.5%
8.93%
-7.6%
Q2 2023$12,483,201
+9.3%
159,509
+3.0%
9.66%
+0.9%
Q1 2023$11,422,409
+21.2%
154,817
+16.0%
9.58%
+14.8%
Q4 2022$9,425,963133,4568.34%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council, LLC 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders