ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 125 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $12,133,000 | +8.9% | 192,584 | -0.1% | 0.08% | -1.3% |
Q3 2019 | $11,144,000 | +3.2% | 192,792 | +1.2% | 0.08% | -1.3% |
Q2 2019 | $10,797,000 | +31.0% | 190,558 | +26.7% | 0.08% | +23.8% |
Q1 2019 | $8,245,000 | +41.4% | 150,358 | +26.6% | 0.06% | +18.9% |
Q4 2018 | $5,830,000 | -3.2% | 118,753 | +11.1% | 0.05% | +6.0% |
Q3 2018 | $6,024,000 | -1.2% | 106,846 | -6.9% | 0.05% | -12.3% |
Q2 2018 | $6,097,000 | 0.0% | 114,826 | 0.0% | 0.06% | 0.0% |
Q1 2018 | $6,097,000 | +0.4% | 114,826 | +4.8% | 0.06% | -1.7% |
Q4 2017 | $6,071,000 | +7.7% | 109,577 | +1.7% | 0.06% | -4.9% |
Q3 2017 | $5,639,000 | +19.6% | 107,697 | +15.4% | 0.06% | +10.9% |
Q2 2017 | $4,716,000 | +113.4% | 93,302 | +113.2% | 0.06% | +96.4% |
Q1 2017 | $2,210,000 | +27.5% | 43,767 | +24.1% | 0.03% | +16.7% |
Q4 2016 | $1,733,000 | +72.3% | 35,278 | +61.8% | 0.02% | +60.0% |
Q3 2016 | $1,006,000 | +40.3% | 21,806 | +309.0% | 0.02% | +36.4% |
Q2 2016 | $717,000 | +50.0% | 5,331 | +43.8% | 0.01% | +37.5% |
Q1 2016 | $478,000 | -32.4% | 3,706 | -33.3% | 0.01% | -38.5% |
Q4 2015 | $707,000 | +29.5% | 5,560 | +23.7% | 0.01% | +18.2% |
Q3 2015 | $546,000 | -2.0% | 4,493 | +8.7% | 0.01% | +10.0% |
Q2 2015 | $557,000 | +16.3% | 4,135 | +16.4% | 0.01% | +11.1% |
Q1 2015 | $479,000 | -7.0% | 3,551 | -5.9% | 0.01% | -18.2% |
Q4 2014 | $515,000 | +61.4% | 3,772 | +54.4% | 0.01% | +22.2% |
Q3 2014 | $319,000 | +2.6% | 2,443 | +4.2% | 0.01% | 0.0% |
Q2 2014 | $311,000 | +5.1% | 2,345 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $296,000 | +74.1% | 2,345 | +70.7% | 0.01% | +80.0% |
Q4 2013 | $170,000 | +3.7% | 1,374 | -5.5% | 0.01% | -16.7% |
Q3 2013 | $164,000 | +37.8% | 1,454 | +33.9% | 0.01% | +50.0% |
Q2 2013 | $119,000 | – | 1,086 | – | 0.00% | – |
Download |
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% |