ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 141 filers reported holding ISHARES TR in Q2 2017. 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 ↓ |
|---|---|---|---|
| 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% |