ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 265 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $27,000 | 0.0% | 356 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | -15.6% | 356 | -21.9% | 0.00% | -25.0% |
| Q3 2021 | $32,000 | +14.3% | 456 | +15.4% | 0.00% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | +8.0% | 395 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +19.0% | 395 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $21,000 | 0.0% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +16.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -28.0% | 395 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $25,000 | +8.7% | 395 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | +4.5% | 395 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $22,000 | 0.0% | 395 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +15.8% | 395 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -13.6% | 395 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | +4.8% | 395 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $21,000 | – | 395 | – | 0.01% | – |
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% |