ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 262 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $493,786 | -41.0% | 6,578 | -38.5% | 0.06% | -39.6% |
Q2 2023 | $836,755 | +6.2% | 10,692 | +0.1% | 0.09% | +1.1% |
Q1 2023 | $788,191 | +10.1% | 10,683 | +5.4% | 0.09% | -4.3% |
Q4 2022 | $715,694 | +20.1% | 10,133 | +6.4% | 0.09% | +9.3% |
Q3 2022 | $596,000 | -5.1% | 9,520 | +1.4% | 0.09% | 0.0% |
Q2 2022 | $628,000 | -9.8% | 9,388 | +2.3% | 0.09% | -95.9% |
Q1 2022 | $696,000 | +10.7% | 9,175 | +11.3% | 2.08% | +2951.5% |
Q4 2021 | $629,000 | +11.5% | 8,243 | +3.6% | 0.07% | -11.7% |
Q3 2021 | $564,000 | +32.7% | 7,954 | +6.0% | 0.08% | -32.5% |
Q2 2019 | $425,000 | -21.9% | 7,507 | -22.2% | 0.11% | -39.4% |
Q3 2018 | $544,000 | +61.9% | 9,655 | +59.0% | 0.19% | +48.0% |
Q4 2017 | $336,000 | +26.8% | 6,074 | +19.8% | 0.13% | +23.3% |
Q3 2017 | $265,000 | +14.7% | 5,071 | +11.8% | 0.10% | +14.4% |
Q2 2017 | $231,000 | – | 4,537 | – | 0.09% | – |
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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% |