ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 117 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $9,311,000 | +1.0% | 173,472 | -0.1% | 0.83% | -4.1% |
| Q1 2018 | $9,223,000 | -22.7% | 173,640 | -19.4% | 0.87% | -25.9% |
| Q4 2017 | $11,929,000 | +5.8% | 215,325 | 0.0% | 1.17% | -4.3% |
| Q3 2017 | $11,272,000 | -18.6% | 215,325 | -20.8% | 1.22% | -22.3% |
| Q2 2017 | $13,841,000 | -0.9% | 271,725 | -1.8% | 1.58% | -7.8% |
| Q1 2017 | $13,964,000 | +2.7% | 276,641 | -0.1% | 1.71% | -2.2% |
| Q4 2016 | $13,602,000 | – | 276,831 | – | 1.75% | – |
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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% |