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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $679,000 | -39.0% | 8,894 | -43.4% | 0.04% | -48.3% |
| Q3 2021 | $1,114,000 | +3.7% | 15,717 | +5.3% | 0.09% | +1.2% |
| Q2 2021 | $1,074,000 | +115.2% | 14,921 | +106.2% | 0.09% | +95.5% |
| Q1 2021 | $499,000 | +9.9% | 7,236 | -0.9% | 0.04% | +2.3% |
| Q4 2020 | $454,000 | +12.1% | 7,301 | -2.1% | 0.04% | -2.3% |
| Q3 2020 | $405,000 | +11.9% | 7,459 | +7.6% | 0.04% | +4.8% |
| Q2 2020 | $362,000 | +74.9% | 6,929 | +54.8% | 0.04% | +55.6% |
| Q1 2020 | $207,000 | +360.0% | 4,477 | +522.7% | 0.03% | +440.0% |
| Q4 2019 | $45,000 | +36.4% | 719 | +27.5% | 0.01% | +25.0% |
| Q3 2019 | $33,000 | +3.1% | 564 | 0.0% | 0.00% | +33.3% |
| Q2 2019 | $32,000 | -57.9% | 564 | -63.6% | 0.00% | -81.2% |
| Q4 2018 | $76,000 | -99.9% | 1,551 | -45.7% | 0.02% | -36.0% |
| Q4 2016 | $140,000,000 | +105960.6% | 2,857 | 0.0% | 0.02% | +4.2% |
| Q3 2016 | $132,000 | +153.8% | 2,857 | +564.4% | 0.02% | +26.3% |
| Q3 2015 | $52,000 | -8.8% | 430 | 0.0% | 0.02% | -5.0% |
| Q2 2015 | $57,000 | +16.3% | 430 | +17.8% | 0.02% | +25.0% |
| Q1 2015 | $49,000 | -2.0% | 365 | 0.0% | 0.02% | -5.9% |
| Q4 2014 | $50,000 | -81.9% | 365 | -82.8% | 0.02% | -69.1% |
| Q3 2014 | $276,000 | – | 2,118 | – | 0.06% | – |
Download | ||||||
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% |