ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 117 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $142,000 | -70.0% | 2,620 | -71.1% | 0.05% | -72.3% |
| Q2 2020 | $473,000 | -84.6% | 9,056 | -86.4% | 0.17% | -87.8% |
| Q1 2020 | $3,064,000 | +104.7% | 66,350 | +179.3% | 1.42% | +138.6% |
| Q4 2019 | $1,497,000 | +5.6% | 23,760 | -3.1% | 0.60% | -11.3% |
| Q3 2019 | $1,418,000 | +2.0% | 24,530 | 0.0% | 0.67% | +4.5% |
| Q2 2019 | $1,390,000 | -7.4% | 24,530 | -10.4% | 0.64% | -7.7% |
| Q1 2019 | $1,501,000 | -23.8% | 27,376 | -31.8% | 0.70% | -28.3% |
| Q4 2018 | $1,971,000 | -9.5% | 40,149 | +4.0% | 0.97% | -15.1% |
| Q3 2018 | $2,177,000 | +8.1% | 38,619 | +2.9% | 1.14% | +11.2% |
| Q2 2018 | $2,014,000 | -0.5% | 37,527 | -1.5% | 1.03% | -4.2% |
| Q1 2018 | $2,024,000 | -8.3% | 38,093 | -4.3% | 1.08% | -2.1% |
| Q4 2017 | $2,206,000 | +8.8% | 39,825 | +2.8% | 1.10% | +4.1% |
| Q3 2017 | $2,028,000 | +36.8% | 38,736 | +33.1% | 1.06% | +40.1% |
| Q2 2017 | $1,482,000 | +8.3% | 29,101 | +7.4% | 0.75% | -16.8% |
| Q1 2017 | $1,368,000 | +10.4% | 27,106 | +7.5% | 0.90% | -11.7% |
| Q4 2016 | $1,239,000 | – | 25,211 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 496,529 | $37,050,971 | 22.21% |
| SOUTHERN CAPITAL ADVISORS, LLC | 274,989 | $20,519,677 | 17.07% |
| Veracity Capital LLC | 325,036 | $24,254,222 | 11.25% |
| COREPATH WEALTH PARTNERS LLC | 239,955 | $17,828,653 | 10.75% |
| ForthRight Wealth Management, LLC | 314,576 | $23,473,653 | 10.12% |
| McGlone Suttner Wealth Management, Inc. | 533,851 | $39,837,495 | 9.23% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 207,381 | $15,221,766 | 9.09% |
| HANTZ FINANCIAL SERVICES, INC. | 364,080 | $27,168 | 9.05% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |