ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 299 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,951,000 | -0.9% | 41,637 | +0.6% | 0.20% | -1.0% |
| Q2 2021 | $2,978,000 | +1023.8% | 41,382 | +977.1% | 0.20% | +952.6% |
| Q1 2021 | $265,000 | +12.3% | 3,842 | +1.3% | 0.02% | +5.6% |
| Q4 2020 | $236,000 | -4.5% | 3,793 | -10.2% | 0.02% | -18.2% |
| Q3 2020 | $247,000 | -3.5% | 4,222 | -13.9% | 0.02% | -12.0% |
| Q2 2020 | $256,000 | -10.5% | 4,904 | +8.2% | 0.02% | -7.4% |
| Q4 2019 | $286,000 | +0.7% | 4,533 | -7.8% | 0.03% | -10.0% |
| Q3 2019 | $284,000 | -23.0% | 4,915 | -24.4% | 0.03% | -21.1% |
| Q2 2019 | $369,000 | +3.7% | 6,505 | +0.2% | 0.04% | -2.6% |
| Q1 2019 | $356,000 | – | 6,491 | – | 0.04% | – |
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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% |