ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 94 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,273,000 | +249.7% | 20,469 | +159.8% | 0.22% | +157.1% |
| Q1 2020 | $364,000 | -81.8% | 7,879 | -75.2% | 0.08% | -69.8% |
| Q4 2019 | $2,005,000 | -79.1% | 31,808 | -83.7% | 0.28% | -57.2% |
| Q4 2018 | $9,605,000 | +4004.7% | 195,661 | +4386.6% | 0.65% | +5809.1% |
| Q2 2018 | $234,000 | -93.7% | 4,361 | -93.5% | 0.01% | -93.3% |
| Q4 2017 | $3,701,000 | +420.5% | 66,803 | +392.1% | 0.16% | +382.4% |
| Q3 2017 | $711,000 | -71.5% | 13,574 | -73.2% | 0.03% | -69.6% |
| Q4 2016 | $2,492,000 | -84.6% | 50,723 | -60.1% | 0.11% | -82.6% |
| Q4 2015 | $16,204,000 | +871.5% | 127,201 | +827.3% | 0.64% | +975.0% |
| Q3 2015 | $1,668,000 | -91.0% | 13,718 | -89.8% | 0.06% | -89.2% |
| Q4 2014 | $18,438,000 | +803.8% | 135,084 | +717.0% | 0.55% | +566.3% |
| Q4 2013 | $2,040,000 | +729.3% | 16,535 | +634.9% | 0.08% | +654.5% |
| Q2 2013 | $246,000 | – | 2,250 | – | 0.01% | – |
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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% |