ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 78 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $3,194,000 | +129.5% | 23,697 | +129.8% | 0.00% | +200.0% |
| Q1 2015 | $1,392,000 | -94.7% | 10,314 | -94.6% | 0.00% | -96.2% |
| Q4 2014 | $26,025,000 | +1392.3% | 190,675 | +1325.6% | 0.03% | +1200.0% |
| Q3 2014 | $1,744,000 | -13.2% | 13,375 | -11.8% | 0.00% | 0.0% |
| Q2 2014 | $2,010,000 | +5.0% | 15,161 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,915,000 | -80.5% | 15,161 | -81.0% | 0.00% | -84.6% |
| Q4 2013 | $9,840,000 | +165.2% | 79,741 | +142.8% | 0.01% | +160.0% |
| Q3 2013 | $3,710,000 | -3.5% | 32,842 | -6.5% | 0.01% | -16.7% |
| Q2 2013 | $3,844,000 | – | 35,134 | – | 0.01% | – |
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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% |