ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 264 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 2020 | $305,000 | +4.1% | 5,624 | +0.2% | 0.02% | -42.5% |
| Q2 2020 | $293,000 | +13.6% | 5,613 | +0.4% | 0.04% | -2.4% |
| Q1 2020 | $258,000 | -62.9% | 5,593 | -49.3% | 0.04% | -58.6% |
| Q4 2019 | $696,000 | +4.7% | 11,039 | -4.0% | 0.10% | -10.0% |
| Q3 2019 | $665,000 | -98.3% | 11,504 | -98.3% | 0.11% | -98.8% |
| Q2 2019 | $39,037,000 | +65.1% | 689,098 | +59.8% | 9.23% | +75.7% |
| Q1 2019 | $23,638,000 | +45.6% | 431,110 | +30.4% | 5.25% | -7.3% |
| Q4 2018 | $16,234,000 | -32.0% | 330,699 | -21.9% | 5.67% | -24.1% |
| Q3 2018 | $23,875,000 | +5.0% | 423,459 | -0.1% | 7.47% | +4.1% |
| Q2 2018 | $22,744,000 | +1.9% | 423,697 | +0.8% | 7.18% | -4.1% |
| Q1 2018 | $22,330,000 | -0.9% | 420,367 | +3.1% | 7.48% | +24.1% |
| Q4 2017 | $22,543,000 | +15.1% | 407,909 | +9.0% | 6.03% | -19.2% |
| Q3 2017 | $19,588,000 | – | 374,171 | – | 7.46% | – |
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% |