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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,683,237,000 | +5.7% | 29,855 | +0.6% | 0.28% | +1.1% |
| Q2 2018 | $1,593,104,000 | +3.0% | 29,678 | +1.9% | 0.28% | +3.0% |
| Q1 2018 | $1,547,007,000 | -5.2% | 29,123 | -1.1% | 0.27% | -3.2% |
| Q4 2017 | $1,631,844,000 | +16.8% | 29,456 | +10.4% | 0.28% | +8.2% |
| Q3 2017 | $1,397,315,000 | +121405.7% | 26,692 | +18.3% | 0.26% | +8.9% |
| Q2 2017 | $1,150,000 | +52.1% | 22,572 | +50.7% | 0.24% | +39.6% |
| Q1 2017 | $756,000 | +110.6% | 14,983 | +104.9% | 0.17% | +89.9% |
| Q4 2016 | $359,000 | – | 7,313 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 242,198 | $15,164,000 | 12.40% |
| ForthRight Wealth Management, LLC | 304,753 | $19,081,000 | 11.19% |
| COREPATH WEALTH PARTNERS LLC | 217,867 | $14,179,000 | 10.53% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,784 | $13,802,000 | 9.92% |
| Madison Wealth Partners, Inc | 198,124 | $12,405,000 | 8.11% |
| GDS Wealth Management | 579,599 | $36,289,000 | 8.08% |
| HANTZ FINANCIAL SERVICES, INC. | 328,692 | $20,579,000 | 8.05% |
| Drake & Associates, LLC | 218,039 | $13,651,000 | 7.77% |
| Financial Council, LLC | 107,188 | $6,711,000 | 7.75% |
| SIGNATUREFD, LLC | 3,605,089 | $225,715,000 | 7.73% |