ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 218 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $464,000 | +53.6% | 6,731 | +38.5% | 0.03% | 0.0% |
| Q4 2020 | $302,000 | +6.0% | 4,861 | -7.6% | 0.03% | -3.7% |
| Q3 2020 | $285,000 | -11.8% | 5,259 | -14.9% | 0.03% | -12.9% |
| Q2 2020 | $323,000 | +17.0% | 6,177 | +3.2% | 0.03% | -6.1% |
| Q1 2020 | $276,000 | -25.4% | 5,987 | +2.1% | 0.03% | 0.0% |
| Q4 2019 | $370,000 | -47.1% | 5,866 | -51.6% | 0.03% | -51.5% |
| Q3 2019 | $700,000 | +66.3% | 12,113 | +63.2% | 0.07% | +61.9% |
| Q2 2019 | $421,000 | -37.3% | 7,424 | -39.4% | 0.04% | -41.7% |
| Q1 2019 | $671,000 | +36.4% | 12,241 | +22.0% | 0.07% | +14.3% |
| Q4 2018 | $492,000 | -8.0% | 10,031 | +5.7% | 0.06% | +3.3% |
| Q3 2018 | $535,000 | – | 9,486 | – | 0.06% | – |
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% |