ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 78 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $150,726 | -4.1% | 2,008 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $157,147 | +6.1% | 2,008 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $148,151 | +4.5% | 2,008 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $141,825 | +12.6% | 2,008 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $126,000 | -36.0% | 2,008 | -31.8% | 0.01% | -33.3% |
| Q2 2022 | $197,000 | -12.1% | 2,946 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $224,000 | +26.6% | 2,946 | +18.0% | 0.02% | +16.7% |
| Q3 2021 | $177,000 | +22.9% | 2,496 | +24.3% | 0.02% | +20.0% |
| Q2 2021 | $144,000 | +4.3% | 2,008 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $138,000 | +10.4% | 2,008 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $125,000 | +14.7% | 2,008 | 0.0% | 0.02% | +7.1% |
| Q3 2020 | $109,000 | +3.8% | 2,008 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $105,000 | +12.9% | 2,008 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $93,000 | -26.8% | 2,008 | 0.0% | 0.02% | -15.8% |
| Q4 2019 | $127,000 | +9.5% | 2,008 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $116,000 | -59.2% | 2,008 | -60.0% | 0.02% | -59.6% |
| Q2 2019 | $284,000 | +0.7% | 5,015 | -2.3% | 0.05% | -4.1% |
| Q1 2019 | $282,000 | +11.9% | 5,135 | 0.0% | 0.05% | +2.1% |
| Q4 2018 | $252,000 | -13.1% | 5,135 | 0.0% | 0.05% | -5.9% |
| Q3 2018 | $290,000 | +141.7% | 5,135 | +128.9% | 0.05% | +121.7% |
| Q2 2018 | $120,000 | +0.8% | 2,243 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $119,000 | -4.0% | 2,243 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $124,000 | -1.6% | 2,243 | -6.7% | 0.02% | -8.0% |
| Q3 2017 | $126,000 | +3.3% | 2,403 | 0.0% | 0.02% | +4.2% |
| Q2 2017 | $122,000 | -3.9% | 2,403 | -4.5% | 0.02% | -11.1% |
| Q1 2017 | $127,000 | +2.4% | 2,517 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $124,000 | +6.9% | 2,517 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $116,000 | +2.7% | 2,517 | +200.0% | 0.03% | -3.6% |
| Q2 2016 | $113,000 | -13.7% | 839 | -17.6% | 0.03% | -17.6% |
| Q1 2016 | $131,000 | +0.8% | 1,018 | 0.0% | 0.03% | -2.9% |
| Q4 2015 | $130,000 | +4.8% | 1,018 | 0.0% | 0.04% | +9.4% |
| Q3 2015 | $124,000 | -9.5% | 1,018 | 0.0% | 0.03% | -5.9% |
| Q2 2015 | $137,000 | 0.0% | 1,018 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $137,000 | -34.8% | 1,018 | -33.9% | 0.03% | -41.4% |
| Q4 2014 | $210,000 | – | 1,540 | – | 0.06% | – |
Download | ||||||
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% |