ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 125 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $226 | -4.6% | 3,028 | 0.0% | 0.02% | -5.0% |
| Q2 2023 | $237 | +6.3% | 3,028 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $223 | +5.2% | 3,028 | +0.8% | 0.02% | -4.5% |
| Q4 2022 | $212 | -99.8% | 3,004 | +85.5% | 0.02% | +100.0% |
| Q3 2022 | $102,000 | -16.4% | 1,619 | 0.0% | 0.01% | -21.4% |
| Q1 2022 | $122,000 | -2.4% | 1,619 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $125,000 | +37.4% | 1,619 | +25.2% | 0.02% | +25.0% |
| Q3 2021 | $91,000 | -2.2% | 1,293 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $93,000 | +4.5% | 1,293 | 0.0% | 0.01% | -30.0% |
| Q1 2021 | $89,000 | +9.9% | 1,293 | 0.0% | 0.02% | +25.0% |
| Q4 2020 | $81,000 | -1.2% | 1,293 | -14.8% | 0.02% | -11.1% |
| Q3 2020 | $82,000 | +9.3% | 1,518 | +5.1% | 0.02% | -10.0% |
| Q2 2020 | $75,000 | +13.6% | 1,444 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $66,000 | -21.4% | 1,444 | +7.8% | 0.02% | -16.7% |
| Q4 2019 | $84,000 | +7.7% | 1,339 | 0.0% | 0.02% | -7.7% |
| Q3 2019 | $78,000 | -2.5% | 1,339 | -3.7% | 0.03% | 0.0% |
| Q2 2019 | $80,000 | +3.9% | 1,391 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $77,000 | +1.3% | 1,391 | -10.5% | 0.03% | -12.9% |
| Q4 2018 | $76,000 | -2.6% | 1,555 | +13.2% | 0.03% | +6.9% |
| Q3 2018 | $78,000 | +6.8% | 1,374 | +0.7% | 0.03% | +16.0% |
| Q2 2018 | $73,000 | +114.7% | 1,365 | +112.3% | 0.02% | +47.1% |
| Q1 2018 | $34,000 | +1033.3% | 643 | +971.7% | 0.02% | +750.0% |
| Q2 2017 | $3,000 | -90.0% | 60 | -90.0% | 0.00% | -87.5% |
| Q1 2017 | $30,000 | +900.0% | 603 | +905.0% | 0.02% | +700.0% |
| Q4 2016 | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | 0.0% | 60 | +200.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $3,000 | -96.1% | 20 | -96.7% | 0.00% | -96.1% |
| Q4 2015 | $77,000 | – | 602 | – | 0.05% | – |
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% |