ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $90,000 | -2.2% | 1,275 | 0.0% | 0.02% | -10.7% |
| Q2 2021 | $92,000 | +4.5% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $88,000 | +11.4% | 1,275 | 0.0% | 0.03% | +7.7% |
| Q4 2020 | $79,000 | +14.5% | 1,275 | 0.0% | 0.03% | +4.0% |
| Q3 2020 | $69,000 | +3.0% | 1,275 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $67,000 | +13.6% | 1,275 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $59,000 | -26.2% | 1,275 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $80,000 | +8.1% | 1,275 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $74,000 | +2.8% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $72,000 | +2.9% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $70,000 | +11.1% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $63,000 | -12.5% | 1,275 | 0.0% | 0.03% | +3.7% |
| Q3 2018 | $72,000 | +5.9% | 1,275 | 0.0% | 0.03% | -3.6% |
| Q2 2018 | $68,000 | 0.0% | 1,275 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $68,000 | -4.2% | 1,275 | 0.0% | 0.03% | -3.4% |
| Q4 2017 | $71,000 | +6.0% | 1,275 | 0.0% | 0.03% | +3.6% |
| Q3 2017 | $67,000 | +3.1% | 1,275 | 0.0% | 0.03% | +3.7% |
| Q2 2017 | $65,000 | +1.6% | 1,275 | 0.0% | 0.03% | -3.6% |
| Q1 2017 | $64,000 | +1.6% | 1,275 | 0.0% | 0.03% | -3.4% |
| Q4 2016 | $63,000 | +6.8% | 1,275 | 0.0% | 0.03% | +7.4% |
| Q3 2016 | $59,000 | +3.5% | 1,275 | +200.0% | 0.03% | 0.0% |
| Q2 2016 | $57,000 | +850.0% | 425 | +750.0% | 0.03% | +800.0% |
| Q4 2015 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $7,000 | – | 50 | – | 0.00% | – |
Download | ||||||
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% |