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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $195,000 | -13.3% | 3,745 | -10.8% | 0.03% | -17.1% |
| Q2 2018 | $225,000 | +92.3% | 4,200 | +90.9% | 0.04% | +75.0% |
| Q1 2018 | $117,000 | -7.9% | 2,200 | -4.3% | 0.02% | -4.8% |
| Q4 2017 | $127,000 | +10.4% | 2,300 | +4.5% | 0.02% | +5.0% |
| Q3 2017 | $115,000 | -43.9% | 2,200 | -46.3% | 0.02% | -62.3% |
| Q2 2017 | $205,000 | – | 4,100 | – | 0.05% | – |
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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% |