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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,918 | -9.9% | 25,700 | -5.5% | 0.00% | 0.0% |
| Q2 2023 | $2,129 | +22.6% | 27,200 | +10.6% | 0.00% | +50.0% |
| Q4 2022 | $1,737 | -99.8% | 24,600 | +69.7% | 0.00% | +100.0% |
| Q3 2022 | $908,000 | +160.2% | 14,500 | +215.2% | 0.00% | – |
| Q1 2022 | $349,000 | -83.4% | 4,600 | -83.3% | 0.00% | -100.0% |
| Q4 2021 | $2,107,000 | +413.9% | 27,600 | +318.2% | 0.00% | – |
| Q4 2020 | $410,000 | -7.0% | 6,600 | -5.7% | 0.00% | – |
| Q4 2019 | $441,000 | -43.9% | 7,000 | -48.5% | 0.00% | -100.0% |
| Q3 2019 | $786,000 | -21.2% | 13,600 | -22.7% | 0.00% | 0.0% |
| Q2 2019 | $997,000 | +130.3% | 17,600 | +122.8% | 0.00% | – |
| Q1 2019 | $433,000 | -61.5% | 7,900 | -62.6% | 0.00% | -100.0% |
| Q2 2018 | $1,126,000 | +79.6% | 21,100 | +78.8% | 0.00% | 0.0% |
| Q1 2018 | $627,000 | +15.5% | 11,800 | +20.4% | 0.00% | 0.0% |
| Q4 2017 | $543,000 | – | 9,800 | – | 0.00% | – |
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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% |