ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 141 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,244 | -2.7% | 9,289 | +1.5% | 0.02% | +18.8% |
| Q2 2023 | $716,482 | +11.3% | 9,155 | +5.0% | 0.02% | -5.9% |
| Q1 2023 | $643,530 | +2.3% | 8,722 | -2.0% | 0.02% | -5.6% |
| Q4 2022 | $628,844 | +27.0% | 8,903 | +12.7% | 0.02% | +20.0% |
| Q3 2022 | $495,000 | -8.0% | 7,898 | -1.8% | 0.02% | -34.8% |
| Q2 2022 | $538,000 | +16.2% | 8,044 | +31.8% | 0.02% | +53.3% |
| Q1 2022 | $463,000 | +5.5% | 6,102 | +6.2% | 0.02% | +15.4% |
| Q4 2021 | $439,000 | +7.6% | 5,748 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $408,000 | -94.2% | 5,744 | -94.2% | 0.01% | -94.3% |
| Q2 2021 | $7,095,000 | +1412.8% | 98,591 | +1350.7% | 0.23% | +1252.9% |
| Q1 2021 | $469,000 | +23.7% | 6,796 | +11.7% | 0.02% | -15.0% |
| Q4 2020 | $379,000 | +2.2% | 6,083 | -11.1% | 0.02% | 0.0% |
| Q3 2020 | $371,000 | +14.5% | 6,840 | +10.4% | 0.02% | -9.1% |
| Q2 2020 | $324,000 | +8.0% | 6,196 | -4.3% | 0.02% | -15.4% |
| Q1 2020 | $300,000 | -1.0% | 6,477 | +34.9% | 0.03% | 0.0% |
| Q4 2019 | $303,000 | +9.0% | 4,803 | +0.0% | 0.03% | -3.7% |
| Q3 2019 | $278,000 | 0.0% | 4,801 | -2.0% | 0.03% | -10.0% |
| Q2 2019 | $278,000 | -68.9% | 4,899 | -70.0% | 0.03% | -73.2% |
| Q1 2019 | $895,000 | +29.1% | 16,310 | +15.7% | 0.11% | +13.1% |
| Q4 2018 | $693,000 | -1.1% | 14,098 | +13.5% | 0.10% | +19.3% |
| Q3 2018 | $701,000 | +1.6% | 12,420 | -3.4% | 0.08% | -8.8% |
| Q2 2018 | $690,000 | +9.9% | 12,852 | +8.8% | 0.09% | +3.4% |
| Q1 2018 | $628,000 | 0.0% | 11,814 | +4.3% | 0.09% | +3.5% |
| Q4 2017 | $628,000 | +24.9% | 11,324 | +17.9% | 0.08% | +1.2% |
| Q3 2017 | $503,000 | +132.9% | 9,604 | +127.2% | 0.08% | +115.4% |
| Q2 2017 | $216,000 | +5.9% | 4,228 | +5.0% | 0.04% | -4.9% |
| Q1 2017 | $204,000 | -31.8% | 4,026 | +71.6% | 0.04% | -32.8% |
| Q4 2015 | $299,000 | +45.9% | 2,346 | +54.6% | 0.06% | +19.6% |
| Q2 2015 | $205,000 | -35.3% | 1,517 | -35.3% | 0.05% | -33.8% |
| Q1 2015 | $317,000 | -0.9% | 2,346 | 0.0% | 0.08% | +1000.0% |
| Q4 2014 | $320,000 | -47.7% | 2,346 | -50.0% | 0.01% | -92.5% |
| Q3 2014 | $612,000 | -99.7% | 4,692 | +32.8% | 0.09% | +69.1% |
| Q2 2014 | $234,450,000 | +105034.5% | 3,534 | +100.0% | 0.06% | -17.9% |
| Q1 2014 | $223,000 | – | 1,767 | – | 0.07% | – |
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% |
| 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% |