ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 77 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $2,866,000 | +95.8% | 62,169 | +470.1% | 0.09% | +97.8% |
| Q2 2016 | $1,464,000 | -4.2% | 10,905 | -8.1% | 0.05% | +2.2% |
| Q1 2016 | $1,528,000 | -31.1% | 11,870 | -31.8% | 0.04% | -31.8% |
| Q4 2015 | $2,217,000 | +47.2% | 17,405 | +40.5% | 0.07% | +46.7% |
| Q3 2015 | $1,506,000 | -26.9% | 12,385 | -18.9% | 0.04% | -21.1% |
| Q2 2015 | $2,059,000 | -9.7% | 15,275 | -9.6% | 0.06% | -3.4% |
| Q1 2015 | $2,280,000 | +2.4% | 16,900 | +3.6% | 0.06% | 0.0% |
| Q4 2014 | $2,227,000 | -6.9% | 16,315 | -11.1% | 0.06% | -11.9% |
| Q3 2014 | $2,392,000 | -17.8% | 18,345 | -16.5% | 0.07% | -15.2% |
| Q2 2014 | $2,911,000 | -20.8% | 21,965 | -24.5% | 0.08% | -31.3% |
| Q1 2014 | $3,674,000 | -13.1% | 29,090 | -15.1% | 0.12% | -25.3% |
| Q4 2013 | $4,226,000 | -48.5% | 34,250 | -52.8% | 0.15% | -4.9% |
| Q3 2013 | $8,200,000 | +99.8% | 72,590 | +93.5% | 0.16% | -3.6% |
| Q2 2013 | $4,104,000 | – | 37,505 | – | 0.17% | – |
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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% |