ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,509,923 | -4.7% | 33,636 | 0.0% | 1.14% | -11.7% |
| Q2 2023 | $2,632,358 | +6.4% | 33,636 | +0.3% | 1.30% | +1.0% |
| Q1 2023 | $2,474,809 | +4.5% | 33,543 | +0.0% | 1.28% | +2.6% |
| Q4 2022 | $2,368,578 | -3.4% | 33,535 | -14.4% | 1.25% | -7.3% |
| Q3 2022 | $2,453,000 | -5.7% | 39,171 | +0.7% | 1.35% | +3.9% |
| Q2 2022 | $2,601,000 | -15.2% | 38,891 | -3.8% | 1.30% | +2.6% |
| Q1 2022 | $3,068,000 | +2.0% | 40,444 | +2.6% | 1.26% | -5.0% |
| Q4 2021 | $3,009,000 | +62.5% | 39,417 | +50.9% | 1.33% | +33.9% |
| Q3 2021 | $1,852,000 | -34.6% | 26,128 | -33.6% | 0.99% | -35.1% |
| Q2 2021 | $2,831,000 | +4.8% | 39,346 | +0.4% | 1.53% | -17.2% |
| Q1 2021 | $2,701,000 | +14.4% | 39,208 | +3.3% | 1.85% | -9.9% |
| Q4 2020 | $2,361,000 | – | 37,963 | – | 2.05% | – |
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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% |