ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 82 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,147,000 | -8.8% | 21,916 | -10.5% | 0.10% | 0.0% |
| Q2 2017 | $1,258,000 | +3.8% | 24,493 | +1.7% | 0.10% | +4.3% |
| Q1 2017 | $1,212,000 | +16.7% | 24,081 | +14.5% | 0.09% | +13.6% |
| Q4 2016 | $1,039,000 | +24.6% | 21,029 | +14.5% | 0.08% | +22.7% |
| Q3 2016 | $834,000 | +6.0% | 18,364 | +5.7% | 0.07% | +8.2% |
| Q2 2016 | $787,000 | +8.3% | 17,370 | +211.1% | 0.06% | -3.2% |
| Q1 2016 | $727,000 | +5.5% | 5,584 | -4.6% | 0.06% | +12.5% |
| Q4 2015 | $689,000 | +17.0% | 5,853 | +31.8% | 0.06% | +3.7% |
| Q3 2015 | $589,000 | +20.7% | 4,442 | +21.3% | 0.05% | +22.7% |
| Q2 2015 | $488,000 | +31.9% | 3,661 | +34.5% | 0.04% | +33.3% |
| Q1 2015 | $370,000 | -99.8% | 2,722 | +62.9% | 0.03% | +106.2% |
| Q4 2014 | $223,630,000 | +102955.3% | 1,671 | 0.0% | 0.02% | -5.9% |
| Q3 2014 | $217,000 | -14.6% | 1,671 | -12.7% | 0.02% | -15.0% |
| Q2 2014 | $254,000 | +4.1% | 1,914 | 0.0% | 0.02% | -4.8% |
| Q1 2014 | $244,000 | +3.4% | 1,914 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $236,000 | +4.9% | 1,914 | -2.8% | 0.02% | -4.5% |
| Q3 2013 | $225,000 | – | 1,969 | – | 0.02% | – |
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% |