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 ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 242,198 | $15,164,000 | 12.40% |
| ForthRight Wealth Management, LLC | 304,753 | $19,081,000 | 11.19% |
| COREPATH WEALTH PARTNERS LLC | 217,867 | $14,179,000 | 10.53% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,784 | $13,802,000 | 9.92% |
| Madison Wealth Partners, Inc | 198,124 | $12,405,000 | 8.11% |
| GDS Wealth Management | 579,599 | $36,289,000 | 8.08% |
| HANTZ FINANCIAL SERVICES, INC. | 328,692 | $20,579,000 | 8.05% |
| Drake & Associates, LLC | 218,039 | $13,651,000 | 7.77% |
| Financial Council, LLC | 107,188 | $6,711,000 | 7.75% |
| SIGNATUREFD, LLC | 3,605,089 | $225,715,000 | 7.73% |