ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 543 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,968,526 | +12.4% | 169,846 | +15.4% | 7.84% | +4.8% |
| Q1 2024 | $13,313,213 | +21.5% | 147,204 | +13.3% | 7.48% | +3.4% |
| Q4 2023 | $10,955,243 | +15.9% | 129,910 | +2.6% | 7.24% | +7.4% |
| Q3 2023 | $9,452,101 | -4.1% | 126,669 | +0.6% | 6.74% | +14.6% |
| Q2 2023 | $9,857,642 | +9.5% | 125,960 | +3.2% | 5.88% | -7.6% |
| Q1 2023 | $9,001,993 | – | 122,011 | – | 6.37% | – |
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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% |