ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 145 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 266,735 | $33,080,000 | 16.43% |
| ASPIRIANT, LLC | 668,860 | $89,808,000 | 8.48% |
| Geneva Partners, LLC | 60,484 | $3,081,000 | 2.76% |
| Financial Planning & Information Services, Inc. | 36,262 | $4,869,000 | 2.23% |
| Oliver Luxxe Assets LLC | 13,729 | $1,843,000 | 1.57% |
| Asset Management Group, Inc. | 23,687 | $3,180,000 | 1.38% |
| TRUE Private Wealth Advisors | 30,191 | $4,053,000 | 1.36% |
| Kalos Management, Inc. | 9,616 | $1,291,000 | 1.00% |
| Independence Trust CO | 3,463 | $465,000 | 0.72% |
| Barrington Strategic Wealth Management Group LLC | 8,265 | $1,110,000 | 0.64% |