ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 341 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,521,212 | -15.5% | 17,261 | -13.3% | 0.00% | 0.0% |
| Q1 2024 | $1,800,751 | +63.1% | 19,911 | +52.1% | 0.00% | 0.0% |
| Q4 2023 | $1,104,301 | +27.6% | 13,095 | +12.9% | 0.00% | 0.0% |
| Q3 2023 | $865,740 | +28758.0% | 11,602 | +18315.9% | 0.00% | – |
| Q3 2020 | $3,000 | -99.8% | 63 | -99.8% | 0.00% | -100.0% |
| Q2 2020 | $1,962,000 | +775.9% | 37,568 | +675.4% | 0.00% | – |
| Q1 2020 | $224,000 | +1020.0% | 4,845 | +1423.6% | 0.00% | – |
| Q4 2019 | $20,000 | -91.3% | 318 | -92.2% | 0.00% | – |
| Q3 2018 | $229,000 | +89.3% | 4,066 | +80.7% | 0.00% | – |
| Q2 2018 | $121,000 | -76.7% | 2,250 | -41.0% | 0.00% | – |
| Q4 2014 | $520,000 | – | 3,815 | – | 0.00% | – |
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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% |