ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 96 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $2,147,000 | +23.2% | 43,681 | +15.6% | 0.07% | +16.7% |
| Q3 2016 | $1,743,000 | +245.8% | 37,799 | +906.6% | 0.06% | +233.3% |
| Q2 2016 | $504,000 | +54.1% | 3,755 | +47.8% | 0.02% | +28.6% |
| Q1 2016 | $327,000 | -14.8% | 2,540 | -15.8% | 0.01% | -17.6% |
| Q4 2015 | $384,000 | +540.0% | 3,017 | +508.3% | 0.02% | +240.0% |
| Q3 2015 | $60,000 | +106.9% | 496 | +131.8% | 0.01% | +150.0% |
| Q2 2015 | $29,000 | -25.6% | 214 | -26.0% | 0.00% | -33.3% |
| Q1 2015 | $39,000 | 0.0% | 289 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $39,000 | -31.6% | 289 | -34.2% | 0.00% | -42.9% |
| Q3 2014 | $57,000 | -14.9% | 439 | -12.5% | 0.01% | -22.2% |
| Q2 2014 | $67,000 | -78.9% | 502 | -80.0% | 0.01% | -60.9% |
| Q1 2014 | $318,000 | +113.4% | 2,512 | +108.3% | 0.02% | 0.0% |
| Q4 2013 | $149,000 | +31.9% | 1,206 | +20.7% | 0.02% | +15.0% |
| Q3 2013 | $113,000 | +105.5% | 999 | +100.2% | 0.02% | +81.8% |
| Q2 2013 | $55,000 | – | 499 | – | 0.01% | – |
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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% |