ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 265 filers reported holding ISHARES TR in Q3 2019. 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% | – |
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% |
STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |
Cosner Financial Group, LLC | 129,557 | $9,667,558 | 8.52% |