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 2022 | $31,000 | -6.1% | 504 | +0.6% | 0.01% | -9.1% |
| Q2 2022 | $33,000 | -5.7% | 501 | +6.6% | 0.01% | +10.0% |
| Q1 2022 | $35,000 | 0.0% | 470 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | +6.1% | 469 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $33,000 | 0.0% | 468 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $33,000 | +200.0% | 467 | +111.3% | 0.01% | +100.0% |
| Q1 2018 | $11,000 | – | 221 | – | 0.01% | – |
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% |