ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 145 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $403,000 | +2.0% | 6,975 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $395,000 | +3.4% | 6,975 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $382,000 | +11.7% | 6,975 | 0.0% | 0.05% | -5.7% |
| Q4 2018 | $342,000 | -13.0% | 6,975 | 0.0% | 0.05% | +3.9% |
| Q3 2018 | $393,000 | +5.1% | 6,975 | 0.0% | 0.05% | -7.3% |
| Q2 2018 | $374,000 | +0.8% | 6,975 | 0.0% | 0.06% | +1.9% |
| Q1 2018 | $371,000 | -4.1% | 6,975 | 0.0% | 0.05% | -3.6% |
| Q4 2017 | $387,000 | +6.0% | 6,975 | 0.0% | 0.06% | -1.8% |
| Q3 2017 | $365,000 | +2.8% | 6,975 | 0.0% | 0.06% | -5.0% |
| Q2 2017 | $355,000 | +0.9% | 6,975 | 0.0% | 0.06% | -9.1% |
| Q1 2017 | $352,000 | +2.6% | 6,975 | 0.0% | 0.07% | -2.9% |
| Q4 2016 | $343,000 | +6.5% | 6,975 | 0.0% | 0.07% | +1.5% |
| Q3 2016 | $322,000 | +3.2% | 6,975 | +200.0% | 0.07% | 0.0% |
| Q2 2016 | $312,000 | +4.3% | 2,325 | 0.0% | 0.07% | +8.1% |
| Q1 2016 | $299,000 | +1.0% | 2,325 | 0.0% | 0.06% | 0.0% |
| Q4 2015 | $296,000 | +4.6% | 2,325 | 0.0% | 0.06% | -8.8% |
| Q3 2015 | $283,000 | -9.6% | 2,325 | 0.0% | 0.07% | +13.3% |
| Q2 2015 | $313,000 | -0.3% | 2,325 | 0.0% | 0.06% | +3.4% |
| Q1 2015 | $314,000 | +6.8% | 2,325 | 0.0% | 0.06% | 0.0% |
| Q1 2014 | $294,000 | – | 2,325 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 726,403 | $45,175,000 | 15.75% |
| COREPATH WEALTH PARTNERS LLC | 146,052 | $9,153,000 | 9.54% |
| ForthRight Wealth Management, LLC | 193,762 | $12,050,000 | 9.47% |
| ASPIRIANT, LLC | 2,182,430 | $135,719,000 | 9.26% |
| Wealth Advisors of Iowa, LLC | 191,001 | $11,878,000 | 7.36% |
| HANTZ FINANCIAL SERVICES, INC. | 288,273 | $17,928,000 | 6.17% |
| Petix & Botte Co | 102,903 | $6,400,000 | 4.79% |
| HighMark Wealth Management LLC | 82,196 | $5,106,000 | 4.39% |
| Fortis Advisors, LLC | 70,374 | $4,377,000 | 3.86% |
| Windsor Wealth Management, Inc. | 243,160 | $15,122,000 | 3.85% |