ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $825,670 | -4.7% | 11,065 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $865,947 | +6.1% | 11,065 | 0.0% | 0.11% | 0.0% |
| Q1 2023 | $816,376 | +4.5% | 11,065 | 0.0% | 0.11% | -1.8% |
| Q4 2022 | $781,521 | +12.8% | 11,065 | 0.0% | 0.11% | -1.8% |
| Q3 2022 | $693,000 | -6.4% | 11,065 | 0.0% | 0.11% | -2.6% |
| Q2 2022 | $740,000 | -11.9% | 11,065 | 0.0% | 0.12% | -2.5% |
| Q1 2022 | $840,000 | -0.6% | 11,065 | 0.0% | 0.12% | -1.7% |
| Q4 2021 | $845,000 | +86.9% | 11,065 | +73.6% | 0.12% | +71.4% |
| Q3 2021 | $452,000 | -1.5% | 6,375 | 0.0% | 0.07% | -2.8% |
| Q2 2021 | $459,000 | +4.6% | 6,375 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $439,000 | +10.9% | 6,375 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $396,000 | +14.5% | 6,375 | 0.0% | 0.07% | +9.2% |
| Q3 2020 | $346,000 | +3.9% | 6,375 | 0.0% | 0.06% | -4.4% |
| Q2 2020 | $333,000 | – | 6,375 | – | 0.07% | – |
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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% |