ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 209 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $284,000 | -33.3% | 6,140 | -9.3% | 0.19% | +33.6% |
Q4 2019 | $426,000 | +5.4% | 6,767 | -3.1% | 0.14% | -16.7% |
Q3 2019 | $404,000 | -5.2% | 6,985 | -7.1% | 0.17% | 0.0% |
Q2 2019 | $426,000 | -11.2% | 7,518 | -14.1% | 0.17% | -7.7% |
Q1 2019 | $480,000 | +12.7% | 8,752 | +0.8% | 0.18% | -21.6% |
Q4 2018 | $426,000 | -48.1% | 8,686 | -40.4% | 0.23% | -40.5% |
Q3 2018 | $821,000 | +9.6% | 14,570 | +4.4% | 0.39% | +10.5% |
Q2 2018 | $749,000 | +25.9% | 13,951 | +24.5% | 0.35% | +23.9% |
Q1 2018 | $595,000 | – | 11,210 | – | 0.28% | – |
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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% |