ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 77 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $220,000 | -27.4% | 1,620 | -30.4% | 0.07% | -29.2% |
| Q3 2014 | $303,000 | -1.6% | 2,328 | 0.0% | 0.10% | -5.0% |
| Q2 2014 | $308,000 | +4.8% | 2,328 | 0.0% | 0.10% | -1.9% |
| Q1 2014 | $294,000 | +2.4% | 2,328 | 0.0% | 0.10% | -5.5% |
| Q4 2013 | $287,000 | +9.1% | 2,328 | 0.0% | 0.11% | +4.8% |
| Q3 2013 | $263,000 | -2.2% | 2,328 | -5.3% | 0.10% | -2.8% |
| Q2 2013 | $269,000 | – | 2,459 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 266,735 | $33,080,000 | 16.43% |
| ASPIRIANT, LLC | 668,860 | $89,808,000 | 8.48% |
| Geneva Partners, LLC | 60,484 | $3,081,000 | 2.76% |
| Financial Planning & Information Services, Inc. | 36,262 | $4,869,000 | 2.23% |
| Oliver Luxxe Assets LLC | 13,729 | $1,843,000 | 1.57% |
| Asset Management Group, Inc. | 23,687 | $3,180,000 | 1.38% |
| TRUE Private Wealth Advisors | 30,191 | $4,053,000 | 1.36% |
| Kalos Management, Inc. | 9,616 | $1,291,000 | 1.00% |
| Independence Trust CO | 3,463 | $465,000 | 0.72% |
| Barrington Strategic Wealth Management Group LLC | 8,265 | $1,110,000 | 0.64% |