ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 78 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |