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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $8,164,000 | 0.0% | 132,730 | 0.0% | 0.14% | -19.8% |
| Q2 2020 | $8,164,000 | -90.3% | 132,730 | -91.1% | 0.17% | -84.7% |
| Q1 2020 | $83,912,000 | -5.8% | 1,497,310 | +5.7% | 1.12% | +10.9% |
| Q4 2019 | $89,068,000 | +17.3% | 1,416,518 | +7.8% | 1.01% | +6.4% |
| Q3 2019 | $75,938,000 | +5.8% | 1,313,812 | +3.7% | 0.95% | +431.8% |
| Q2 2019 | $71,805,000 | +6.2% | 1,267,521 | +2.8% | 0.18% | +2.9% |
| Q1 2019 | $67,593,000 | +16.6% | 1,232,779 | +4.4% | 0.17% | +3.6% |
| Q4 2018 | $57,986,000 | -9.0% | 1,181,221 | +4.5% | 0.17% | +5.0% |
| Q3 2018 | $63,730,000 | +13.5% | 1,130,369 | +8.0% | 0.16% | +7.4% |
| Q2 2018 | $56,166,000 | +9.7% | 1,046,313 | +8.5% | 0.15% | +8.0% |
| Q1 2018 | $51,220,000 | +12.5% | 964,231 | +17.3% | 0.14% | +10.4% |
| Q4 2017 | $45,535,000 | – | 821,926 | – | 0.12% | – |
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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% |