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 ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 229,999 | $17,450,000 | 11.93% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,151 | $16,324,000 | 11.78% |
| COREPATH WEALTH PARTNERS LLC | 213,114 | $15,864,000 | 11.04% |
| ASPIRIANT, LLC | 2,495,486 | $189,318,000 | 10.41% |
| Financial Council, LLC | 110,463 | $8,381,000 | 10.15% |
| ForthRight Wealth Management, LLC | 255,773 | $19,406,000 | 10.03% |
| Employees' Retirement Fund of the City of Fort Worth | 580,217 | $44,021,063 | 9.24% |
| WJ Wealth Management, LLC | 177,480 | $13,458,000 | 8.95% |
| GDS Wealth Management | 533,216 | $40,311,000 | 8.88% |
| SIGNATUREFD, LLC | 3,843,218 | $291,585,000 | 8.78% |