ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 186 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,134 | -97.5% | 42 | -97.9% | 0.00% | -100.0% |
| Q4 2020 | $125,000 | +14.7% | 2,005 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $109,000 | +137.0% | 2,005 | +150.3% | 0.04% | +192.3% |
| Q3 2019 | $46,000 | +7.0% | 801 | +4.4% | 0.01% | 0.0% |
| Q2 2019 | $43,000 | -34.8% | 767 | -36.2% | 0.01% | -35.0% |
| Q1 2019 | $66,000 | +100.0% | 1,202 | +79.7% | 0.02% | +81.8% |
| Q4 2018 | $33,000 | -28.3% | 669 | -18.6% | 0.01% | -26.7% |
| Q3 2018 | $46,000 | +4.5% | 822 | 0.0% | 0.02% | -31.8% |
| Q2 2018 | $44,000 | +2.3% | 822 | +1.4% | 0.02% | -4.3% |
| Q1 2018 | $43,000 | -4.4% | 811 | -0.6% | 0.02% | -8.0% |
| Q4 2017 | $45,000 | – | 816 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 229,999 | $17,450,000 | 11.93% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,151 | $16,324,000 | 11.78% |
| COREPATH WEALTH PARTNERS LLC | 213,114 | $15,864,000 | 11.04% |
| ASPIRIANT, LLC | 2,495,486 | $189,318,000 | 10.41% |
| Financial Council, LLC | 110,463 | $8,381,000 | 10.15% |
| ForthRight Wealth Management, LLC | 255,773 | $19,406,000 | 10.03% |
| Employees' Retirement Fund of the City of Fort Worth | 580,217 | $44,021,063 | 9.24% |
| WJ Wealth Management, LLC | 177,480 | $13,458,000 | 8.95% |
| GDS Wealth Management | 533,216 | $40,311,000 | 8.88% |
| SIGNATUREFD, LLC | 3,843,218 | $291,585,000 | 8.78% |