ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 63 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $576,000 | +5.9% | 10,389 | 0.0% | 0.64% | +2.4% |
| Q3 2017 | $544,000 | +2.8% | 10,389 | 0.0% | 0.62% | -1.1% |
| Q2 2017 | $529,000 | +1.0% | 10,389 | 0.0% | 0.63% | -6.8% |
| Q1 2017 | $524,000 | +2.7% | 10,389 | 0.0% | 0.67% | -3.6% |
| Q4 2016 | $510,000 | +6.5% | 10,389 | 0.0% | 0.70% | -10.8% |
| Q3 2016 | $479,000 | +3.0% | 10,389 | +200.0% | 0.78% | +9.7% |
| Q2 2016 | $465,000 | +4.3% | 3,463 | 0.0% | 0.72% | +1.7% |
| Q1 2016 | $446,000 | +1.1% | 3,463 | 0.0% | 0.70% | +22.5% |
| Q4 2015 | $441,000 | +4.8% | 3,463 | 0.0% | 0.57% | +32.9% |
| Q3 2015 | $421,000 | -9.9% | 3,463 | 0.0% | 0.43% | +37.1% |
| Q2 2015 | $467,000 | 0.0% | 3,463 | 0.0% | 0.32% | +6.4% |
| Q1 2015 | $467,000 | -1.3% | 3,463 | 0.0% | 0.30% | +3.5% |
| Q4 2014 | $473,000 | +4.6% | 3,463 | 0.0% | 0.29% | -4.0% |
| Q3 2014 | $452,000 | -1.5% | 3,463 | 0.0% | 0.30% | +1.4% |
| Q2 2014 | $459,000 | +5.0% | 3,463 | 0.0% | 0.29% | -2.6% |
| Q1 2014 | $437,000 | +2.3% | 3,463 | 0.0% | 0.30% | +3.8% |
| Q4 2013 | $427,000 | +9.2% | 3,463 | 0.0% | 0.29% | +1.0% |
| Q3 2013 | $391,000 | +3.2% | 3,463 | 0.0% | 0.29% | +5.5% |
| Q2 2013 | $379,000 | – | 3,463 | – | 0.27% | – |
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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% |