ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 91 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $10,247,000 | +14.5% | 195,748 | +11.4% | 0.06% | +7.0% |
| Q2 2017 | $8,952,000 | +13.2% | 175,745 | +12.2% | 0.06% | +7.5% |
| Q1 2017 | $7,905,000 | +54.8% | 156,603 | +50.7% | 0.05% | +39.5% |
| Q4 2016 | $5,106,000 | +50.3% | 103,910 | +41.0% | 0.04% | +40.7% |
| Q3 2016 | $3,397,000 | +2.8% | 73,698 | +199.5% | 0.03% | -3.6% |
| Q2 2016 | $3,304,000 | +9.3% | 24,609 | +4.8% | 0.03% | +3.7% |
| Q1 2016 | $3,022,000 | -6.3% | 23,472 | -7.3% | 0.03% | -12.9% |
| Q4 2015 | $3,224,000 | +28.8% | 25,311 | +23.0% | 0.03% | +19.2% |
| Q3 2015 | $2,503,000 | +1.8% | 20,580 | +12.8% | 0.03% | +8.3% |
| Q2 2015 | $2,459,000 | +4.9% | 18,244 | +5.0% | 0.02% | 0.0% |
| Q1 2015 | $2,344,000 | +6.6% | 17,371 | +7.9% | 0.02% | -4.0% |
| Q4 2014 | $2,198,000 | +5.9% | 16,101 | +1.2% | 0.02% | 0.0% |
| Q3 2014 | $2,075,000 | -0.3% | 15,916 | +1.3% | 0.02% | 0.0% |
| Q2 2014 | $2,082,000 | +5.1% | 15,707 | +0.1% | 0.02% | -7.4% |
| Q1 2014 | $1,981,000 | +9.2% | 15,687 | +6.7% | 0.03% | +3.8% |
| Q4 2013 | $1,814,000 | +6.6% | 14,699 | -2.4% | 0.03% | -7.1% |
| Q3 2013 | $1,701,000 | -1.1% | 15,062 | -4.2% | 0.03% | -6.7% |
| Q2 2013 | $1,720,000 | – | 15,717 | – | 0.03% | – |
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% |