ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $215,000 | -2.3% | 2,835 | -1.5% | 0.04% | +2.9% |
| Q4 2021 | $220,000 | +8.4% | 2,877 | +0.2% | 0.04% | 0.0% |
| Q3 2021 | $203,000 | -4.7% | 2,870 | -3.0% | 0.04% | -5.4% |
| Q2 2021 | $213,000 | -15.5% | 2,960 | -19.1% | 0.04% | -19.6% |
| Q1 2021 | $252,000 | +10.5% | 3,659 | 0.0% | 0.05% | +12.2% |
| Q4 2020 | $228,000 | +10.7% | 3,659 | -18.1% | 0.04% | -47.4% |
| Q1 2020 | $206,000 | -26.7% | 4,467 | +0.4% | 0.08% | -3.7% |
| Q4 2019 | $281,000 | -61.1% | 4,451 | -64.4% | 0.08% | -64.3% |
| Q3 2019 | $723,000 | -19.0% | 12,502 | -20.7% | 0.23% | -17.8% |
| Q2 2019 | $893,000 | -5.7% | 15,760 | -8.7% | 0.28% | -0.4% |
| Q1 2019 | $947,000 | +11.2% | 17,269 | -0.5% | 0.28% | -2.1% |
| Q4 2018 | $852,000 | -15.4% | 17,364 | -2.8% | 0.28% | -0.4% |
| Q3 2018 | $1,007,000 | -45.7% | 17,864 | -48.3% | 0.28% | -49.9% |
| Q2 2018 | $1,854,000 | +2.5% | 34,541 | +1.5% | 0.57% | -0.4% |
| Q1 2018 | $1,808,000 | +3.7% | 34,034 | +8.1% | 0.57% | +10.3% |
| Q4 2017 | $1,744,000 | +8.6% | 31,474 | +2.6% | 0.52% | +3.4% |
| Q3 2017 | $1,606,000 | -39.3% | 30,677 | -41.0% | 0.50% | -35.8% |
| Q2 2017 | $2,647,000 | +155.0% | 51,966 | +152.8% | 0.78% | +120.7% |
| Q1 2017 | $1,038,000 | – | 20,560 | – | 0.35% | – |
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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% |