ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438 | -4.6% | 5,864 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $459 | +6.0% | 5,864 | 0.0% | 0.09% | +3.4% |
| Q1 2023 | $433 | +4.6% | 5,864 | 0.0% | 0.09% | 0.0% |
| Q4 2022 | $414 | -99.9% | 5,864 | 0.0% | 0.09% | -1.1% |
| Q3 2022 | $367,000 | -6.4% | 5,864 | 0.0% | 0.09% | 0.0% |
| Q2 2022 | $392,000 | -11.9% | 5,864 | 0.0% | 0.09% | +4.7% |
| Q1 2022 | $445,000 | -0.7% | 5,864 | 0.0% | 0.08% | +1.2% |
| Q4 2021 | $448,000 | +7.7% | 5,864 | 0.0% | 0.08% | -2.3% |
| Q3 2021 | $416,000 | -1.4% | 5,864 | 0.0% | 0.09% | -9.5% |
| Q2 2021 | $422,000 | +4.5% | 5,864 | 0.0% | 0.10% | -2.1% |
| Q1 2021 | $404,000 | +10.7% | 5,864 | 0.0% | 0.10% | +2.1% |
| Q4 2020 | $365,000 | +14.8% | 5,864 | 0.0% | 0.10% | +2.2% |
| Q3 2020 | $318,000 | +3.9% | 5,864 | 0.0% | 0.09% | +1.1% |
| Q2 2020 | $306,000 | +12.9% | 5,864 | 0.0% | 0.09% | +4.5% |
| Q1 2020 | $271,000 | -26.8% | 5,864 | 0.0% | 0.09% | -13.7% |
| Q4 2019 | $370,000 | +9.1% | 5,864 | 0.0% | 0.10% | +3.0% |
| Q3 2019 | $339,000 | -2.0% | 5,864 | -4.1% | 0.10% | -7.5% |
| Q2 2019 | $346,000 | +3.3% | 6,114 | 0.0% | 0.11% | -7.0% |
| Q1 2019 | $335,000 | +11.7% | 6,114 | 0.0% | 0.12% | 0.0% |
| Q4 2018 | $300,000 | -13.0% | 6,114 | 0.0% | 0.12% | -8.7% |
| Q3 2018 | $345,000 | +5.2% | 6,114 | 0.0% | 0.13% | +0.8% |
| Q2 2018 | $328,000 | +0.9% | 6,114 | 0.0% | 0.12% | -0.8% |
| Q1 2018 | $325,000 | -4.1% | 6,114 | 0.0% | 0.13% | -8.7% |
| Q4 2017 | $339,000 | +5.9% | 6,114 | 0.0% | 0.14% | -2.8% |
| Q3 2017 | $320,000 | +2.9% | 6,114 | 0.0% | 0.14% | -4.7% |
| Q2 2017 | $311,000 | +0.6% | 6,114 | 0.0% | 0.15% | -2.6% |
| Q1 2017 | $309,000 | +3.0% | 6,114 | 0.0% | 0.15% | -2.5% |
| Q4 2016 | $300,000 | +6.4% | 6,114 | 0.0% | 0.16% | +4.0% |
| Q3 2016 | $282,000 | +2.9% | 6,114 | +200.0% | 0.15% | -0.7% |
| Q2 2016 | $274,000 | +4.6% | 2,038 | 0.0% | 0.15% | +2.7% |
| Q1 2016 | $262,000 | +0.8% | 2,038 | 0.0% | 0.15% | -5.1% |
| Q4 2015 | $260,000 | +4.8% | 2,038 | 0.0% | 0.16% | +2.6% |
| Q3 2015 | $248,000 | -9.8% | 2,038 | 0.0% | 0.15% | -4.4% |
| Q2 2015 | $275,000 | 0.0% | 2,038 | 0.0% | 0.16% | -1.2% |
| Q1 2015 | $275,000 | – | 2,038 | – | 0.16% | – |
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% |