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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $394,000 | +14.9% | 5,713 | +3.4% | 0.10% | +9.4% |
Q4 2020 | $343,000 | -7.3% | 5,523 | -19.0% | 0.10% | -15.8% |
Q3 2020 | $370,000 | -9.8% | 6,816 | -13.1% | 0.11% | -16.8% |
Q2 2020 | $410,000 | +13.6% | 7,844 | +0.2% | 0.14% | -8.7% |
Q1 2020 | $361,000 | -26.8% | 7,826 | 0.0% | 0.15% | -11.8% |
Q4 2019 | $493,000 | +9.1% | 7,826 | +0.2% | 0.17% | +1.8% |
Q3 2019 | $452,000 | +3.7% | 7,812 | +1.5% | 0.17% | +3.1% |
Q2 2019 | $436,000 | -6.6% | 7,698 | -9.7% | 0.16% | -6.9% |
Q1 2019 | $467,000 | +26.9% | 8,522 | +13.8% | 0.17% | +14.5% |
Q4 2018 | $368,000 | -3.7% | 7,487 | +10.3% | 0.15% | +12.6% |
Q3 2018 | $382,000 | +15.1% | 6,787 | +9.7% | 0.14% | +6.3% |
Q2 2018 | $332,000 | +16.1% | 6,187 | +12.2% | 0.13% | +9.5% |
Q1 2018 | $286,000 | – | 5,514 | – | 0.12% | – |
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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% |