ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 209 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,756,000 | -3.0% | 50,768 | -6.7% | 0.09% | -11.4% |
| Q2 2020 | $2,842,000 | +11.5% | 54,404 | -1.4% | 0.10% | -4.5% |
| Q1 2020 | $2,549,000 | -26.4% | 55,188 | +0.3% | 0.11% | -6.0% |
| Q4 2019 | $3,464,000 | +4.7% | 55,022 | -3.9% | 0.12% | -0.8% |
| Q3 2019 | $3,310,000 | -5.8% | 57,262 | -7.7% | 0.12% | -2.5% |
| Q2 2019 | $3,513,000 | +2.2% | 62,018 | -0.9% | 0.12% | +2.5% |
| Q1 2019 | $3,436,000 | +9.5% | 62,590 | -2.1% | 0.12% | -4.8% |
| Q4 2018 | $3,137,000 | +275.7% | 63,946 | +331.0% | 0.12% | +327.6% |
| Q3 2018 | $835,000 | +10.3% | 14,838 | +5.0% | 0.03% | 0.0% |
| Q2 2018 | $757,000 | -0.7% | 14,137 | -1.3% | 0.03% | 0.0% |
| Q1 2018 | $762,000 | +56.1% | 14,329 | +62.1% | 0.03% | +52.6% |
| Q4 2017 | $488,000 | +33.3% | 8,838 | +25.1% | 0.02% | +18.8% |
| Q3 2017 | $366,000 | +10.6% | 7,064 | +9.3% | 0.02% | +6.7% |
| Q2 2017 | $331,000 | -26.9% | 6,464 | -28.0% | 0.02% | -34.8% |
| Q1 2017 | $453,000 | -74.7% | 8,979 | -75.4% | 0.02% | -74.7% |
| Q4 2016 | $1,793,000 | +393.9% | 36,496 | +364.0% | 0.09% | +378.9% |
| Q3 2016 | $363,000 | +75.4% | 7,865 | +388.2% | 0.02% | +58.3% |
| Q1 2016 | $207,000 | -58.4% | 1,611 | -57.1% | 0.01% | -67.6% |
| Q2 2014 | $498,000 | – | 3,757 | – | 0.04% | – |
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% |