ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $301,000 | -15.9% | 4,498 | -4.8% | 0.03% | -3.6% |
| Q1 2022 | $358,000 | -0.8% | 4,724 | 0.0% | 0.03% | +3.7% |
| Q4 2021 | $361,000 | -48.2% | 4,724 | -51.9% | 0.03% | -52.6% |
| Q3 2021 | $697,000 | -10.4% | 9,830 | -9.1% | 0.06% | -10.9% |
| Q2 2021 | $778,000 | +4.0% | 10,816 | -0.4% | 0.06% | 0.0% |
| Q1 2021 | $748,000 | +484.4% | 10,859 | +433.1% | 0.06% | +113.3% |
| Q4 2019 | $128,000 | -93.0% | 2,037 | -93.7% | 0.03% | -93.9% |
| Q2 2019 | $1,832,000 | +9.0% | 32,339 | +5.5% | 0.49% | +4.4% |
| Q1 2019 | $1,681,000 | +14.7% | 30,666 | +2.8% | 0.47% | -2.5% |
| Q4 2018 | $1,465,000 | -1.2% | 29,834 | +13.4% | 0.48% | +10.0% |
| Q3 2018 | $1,483,000 | +32.6% | 26,300 | +26.3% | 0.44% | +22.2% |
| Q2 2018 | $1,118,000 | +51.5% | 20,822 | +49.9% | 0.36% | +49.4% |
| Q1 2018 | $738,000 | -0.4% | 13,892 | +3.9% | 0.24% | -5.5% |
| Q4 2017 | $741,000 | +16.1% | 13,372 | +9.7% | 0.26% | +4.1% |
| Q3 2017 | $638,000 | +161.5% | 12,194 | +154.6% | 0.24% | +126.9% |
| Q2 2017 | $244,000 | – | 4,789 | – | 0.11% | – |
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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% |