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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $63,968 | -12.3% | 725,840 | -10.0% | 0.30% | -14.7% |
| Q1 2024 | $72,904 | +2.1% | 806,102 | -4.8% | 0.35% | -7.8% |
| Q4 2023 | $71,406 | +1.8% | 846,748 | -10.0% | 0.38% | -10.7% |
| Q3 2023 | $70,167 | -11.6% | 940,318 | -7.3% | 0.43% | -12.2% |
| Q2 2023 | $79,373 | -5.1% | 1,014,224 | -10.5% | 0.49% | -13.3% |
| Q1 2023 | $83,611 | +9.1% | 1,133,245 | +4.5% | 0.56% | +0.2% |
| Q4 2022 | $76,619 | -99.9% | 1,084,795 | +31.3% | 0.56% | +37.2% |
| Q3 2022 | $51,724,000 | +9.0% | 826,137 | +16.5% | 0.41% | +12.0% |
| Q2 2022 | $47,434,000 | +76.4% | 709,235 | +100.1% | 0.37% | +92.1% |
| Q1 2022 | $26,886,000 | +143.8% | 354,374 | +145.3% | 0.19% | +144.9% |
| Q4 2021 | $11,028,000 | +83.6% | 144,461 | +73.1% | 0.08% | +62.5% |
| Q2 2021 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q4 2019 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $6,005,000 | 0.0% | 83,451 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $6,005,000 | -15.2% | 83,451 | -42.2% | 0.05% | -72.9% |
| Q4 2018 | $7,085,000 | -1.3% | 144,320 | +13.3% | 0.18% | -3.3% |
| Q3 2018 | $7,181,000 | +56.4% | 127,363 | +48.9% | 0.18% | +21.2% |
| Q2 2018 | $4,590,000 | +611.6% | 85,510 | +604.7% | 0.15% | +480.8% |
| Q1 2018 | $645,000 | -0.2% | 12,134 | +4.1% | 0.03% | -10.3% |
| Q4 2017 | $646,000 | +22.6% | 11,653 | +15.7% | 0.03% | +16.0% |
| Q3 2017 | $527,000 | -31.5% | 10,075 | -33.3% | 0.02% | -35.9% |
| Q2 2017 | $769,000 | +25533.3% | 15,106 | +23877.8% | 0.04% | – |
| Q1 2017 | $3,000 | – | 63 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 229,999 | $17,450,000 | 11.93% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,151 | $16,324,000 | 11.78% |
| COREPATH WEALTH PARTNERS LLC | 213,114 | $15,864,000 | 11.04% |
| ASPIRIANT, LLC | 2,495,486 | $189,318,000 | 10.41% |
| Financial Council, LLC | 110,463 | $8,381,000 | 10.15% |
| ForthRight Wealth Management, LLC | 255,773 | $19,406,000 | 10.03% |
| Employees' Retirement Fund of the City of Fort Worth | 580,217 | $44,021,063 | 9.24% |
| WJ Wealth Management, LLC | 177,480 | $13,458,000 | 8.95% |
| GDS Wealth Management | 533,216 | $40,311,000 | 8.88% |
| SIGNATUREFD, LLC | 3,843,218 | $291,585,000 | 8.78% |