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 ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 229,999 | $17,450,000 | 11.93% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,151 | $16,324,000 | 11.78% |
| COREPATH WEALTH PARTNERS LLC | 213,114 | $15,864,000 | 11.04% |
| ASPIRIANT, LLC | 2,495,486 | $189,318,000 | 10.41% |
| Financial Council, LLC | 110,463 | $8,381,000 | 10.15% |
| ForthRight Wealth Management, LLC | 255,773 | $19,406,000 | 10.03% |
| Employees' Retirement Fund of the City of Fort Worth | 580,217 | $44,021,063 | 9.24% |
| WJ Wealth Management, LLC | 177,480 | $13,458,000 | 8.95% |
| GDS Wealth Management | 533,216 | $40,311,000 | 8.88% |
| SIGNATUREFD, LLC | 3,843,218 | $291,585,000 | 8.78% |