ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 299 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $25,000 | +8.7% | 324 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $23,000 | 0.0% | 324 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $23,000 | -37.8% | 324 | -38.9% | 0.01% | -45.5% |
Q1 2021 | $37,000 | +12.1% | 530 | 0.0% | 0.01% | +10.0% |
Q4 2020 | $33,000 | +13.8% | 530 | 0.0% | 0.01% | +66.7% |
Q3 2020 | $29,000 | +3.6% | 530 | 0.0% | 0.01% | -45.5% |
Q2 2020 | $28,000 | -3.4% | 530 | -15.3% | 0.01% | -21.4% |
Q1 2020 | $29,000 | -78.8% | 626 | -71.2% | 0.01% | -74.5% |
Q4 2019 | $137,000 | -79.5% | 2,174 | -81.2% | 0.06% | -75.9% |
Q3 2019 | $668,000 | -55.2% | 11,551 | -56.1% | 0.23% | -61.7% |
Q2 2019 | $1,490,000 | -3.2% | 26,303 | -6.3% | 0.60% | -7.6% |
Q1 2019 | $1,539,000 | -9.5% | 28,074 | -19.0% | 0.64% | -22.9% |
Q4 2018 | $1,701,000 | – | 34,642 | – | 0.84% | – |
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% |