ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 92 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $221,241 | -24.2% | 3,132 | -28.3% | 0.00% | -33.3% |
| Q2 2022 | $292,000 | +39.7% | 4,368 | +58.5% | 0.01% | +100.0% |
| Q1 2022 | $209,000 | +248.3% | 2,756 | +190.7% | 0.00% | +50.0% |
| Q4 2019 | $60,000 | +9.1% | 948 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $55,000 | -49.5% | 948 | -50.5% | 0.00% | -33.3% |
| Q2 2019 | $109,000 | +3533.3% | 1,917 | +2942.9% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 63 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | -25.0% | 63 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | +33.3% | 63 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 63 | -1.6% | 0.00% | – |
| Q1 2018 | $3,000 | -99.9% | 64 | -99.8% | 0.00% | -100.0% |
| Q4 2017 | $2,181,000 | +9.6% | 39,364 | +3.5% | 0.07% | +1.4% |
| Q3 2017 | $1,990,000 | +204.3% | 38,019 | +196.0% | 0.07% | +184.0% |
| Q2 2017 | $654,000 | +23.9% | 12,843 | +22.8% | 0.02% | +13.6% |
| Q1 2017 | $528,000 | +76.6% | 10,455 | +71.7% | 0.02% | +69.2% |
| Q4 2016 | $299,000 | +346.3% | 6,090 | +316.8% | 0.01% | +333.3% |
| Q3 2016 | $67,000 | +31.4% | 1,461 | +287.5% | 0.00% | +50.0% |
| Q2 2016 | $51,000 | +37.8% | 377 | +32.7% | 0.00% | 0.0% |
| Q1 2016 | $37,000 | +54.2% | 284 | +53.5% | 0.00% | +100.0% |
| Q4 2015 | $24,000 | 0.0% | 185 | -6.6% | 0.00% | 0.0% |
| Q3 2015 | $24,000 | +140.0% | 198 | +178.9% | 0.00% | – |
| Q2 2015 | $10,000 | -54.5% | 71 | -56.4% | 0.00% | -100.0% |
| Q1 2015 | $22,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $22,000 | – | 163 | – | 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% |