ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 209 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $165,000 | +1.2% | 3,075 | 0.0% | 0.02% | -5.0% |
| Q1 2018 | $163,000 | -4.1% | 3,075 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $170,000 | +5.6% | 3,075 | 0.0% | 0.02% | -4.5% |
| Q3 2017 | $161,000 | +2.5% | 3,075 | 0.0% | 0.02% | -4.3% |
| Q2 2017 | $157,000 | +1.3% | 3,075 | 0.0% | 0.02% | -4.2% |
| Q1 2017 | $155,000 | +2.6% | 3,075 | 0.0% | 0.02% | -4.0% |
| Q4 2016 | $151,000 | +6.3% | 3,075 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $142,000 | +1.4% | 3,075 | +195.7% | 0.02% | -3.8% |
| Q2 2016 | $140,000 | +4.5% | 1,040 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $134,000 | +1.5% | 1,040 | 0.0% | 0.03% | -3.7% |
| Q4 2015 | $132,000 | -21.4% | 1,040 | -24.6% | 0.03% | -25.0% |
| Q3 2015 | $168,000 | -9.7% | 1,380 | 0.0% | 0.04% | -2.7% |
| Q2 2015 | $186,000 | 0.0% | 1,380 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $186,000 | -1.1% | 1,380 | 0.0% | 0.04% | -5.1% |
| Q4 2014 | $188,000 | +4.4% | 1,380 | 0.0% | 0.04% | +8.3% |
| Q3 2014 | $180,000 | -1.6% | 1,380 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $183,000 | -4.7% | 1,380 | -9.2% | 0.04% | -5.3% |
| Q1 2014 | $192,000 | +2.1% | 1,520 | 0.0% | 0.04% | 0.0% |
| Q4 2013 | $188,000 | +9.3% | 1,520 | 0.0% | 0.04% | -2.6% |
| Q3 2013 | $172,000 | +3.6% | 1,520 | 0.0% | 0.04% | -2.5% |
| Q2 2013 | $166,000 | – | 1,520 | – | 0.04% | – |
Download | ||||||
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% |