ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 92 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $73,000 | -1.4% | 1,024 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $74,000 | +4.2% | 1,024 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $71,000 | +10.9% | 1,024 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $64,000 | +14.3% | 1,024 | 0.0% | 0.02% | -14.3% |
| Q3 2020 | $56,000 | +5.7% | 1,024 | 0.0% | 0.03% | -3.4% |
| Q2 2020 | $53,000 | +43.2% | 1,024 | +28.0% | 0.03% | +16.0% |
| Q1 2020 | $37,000 | -28.8% | 800 | -2.8% | 0.02% | +4.2% |
| Q4 2019 | $52,000 | +13.0% | 823 | +3.5% | 0.02% | +9.1% |
| Q3 2019 | $46,000 | +2.2% | 795 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $45,000 | +2.3% | 795 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $44,000 | +12.8% | 795 | 0.0% | 0.02% | +4.5% |
| Q4 2018 | $39,000 | -13.3% | 795 | 0.0% | 0.02% | -8.3% |
| Q3 2018 | $45,000 | +4.7% | 795 | 0.0% | 0.02% | -4.0% |
| Q2 2018 | $43,000 | +2.4% | 795 | 0.0% | 0.02% | -45.7% |
| Q1 2018 | $42,000 | +23.5% | 795 | +29.9% | 0.05% | +130.0% |
| Q4 2017 | $34,000 | +6.2% | 612 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $32,000 | +3.2% | 612 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $31,000 | 0.0% | 612 | 0.0% | 0.02% | -4.8% |
| Q1 2017 | $31,000 | +3.3% | 612 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $30,000 | +7.1% | 612 | 0.0% | 0.02% | +5.0% |
| Q3 2016 | $28,000 | +3.7% | 612 | +200.0% | 0.02% | 0.0% |
| Q2 2016 | $27,000 | -18.2% | 204 | -21.2% | 0.02% | -23.1% |
| Q1 2016 | $33,000 | +6.5% | 259 | 0.0% | 0.03% | +73.3% |
| Q3 2015 | $31,000 | -24.4% | 259 | -14.0% | 0.02% | -21.1% |
| Q2 2015 | $41,000 | -6.8% | 301 | -8.2% | 0.02% | -9.5% |
| Q1 2015 | $44,000 | -2.2% | 328 | 0.0% | 0.02% | -16.0% |
| Q4 2014 | $45,000 | – | 328 | – | 0.02% | – |
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% |