ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $482,000 | -27.3% | 7,644 | -33.4% | 0.25% | -32.0% |
| Q3 2019 | $663,000 | -14.7% | 11,469 | -16.3% | 0.36% | -12.6% |
| Q2 2019 | $777,000 | +3.3% | 13,707 | 0.0% | 0.41% | +2.5% |
| Q1 2019 | $752,000 | +11.9% | 13,707 | +0.1% | 0.40% | -1.5% |
| Q4 2018 | $672,000 | -14.3% | 13,689 | -1.6% | 0.41% | -2.6% |
| Q3 2018 | $784,000 | +2.3% | 13,908 | -2.5% | 0.42% | -3.2% |
| Q2 2018 | $766,000 | +1.1% | 14,265 | 0.0% | 0.44% | -11.0% |
| Q1 2018 | $758,000 | -4.3% | 14,265 | -0.3% | 0.49% | -2.2% |
| Q4 2017 | $792,000 | +5.7% | 14,301 | 0.0% | 0.50% | +3.7% |
| Q3 2017 | $749,000 | +2.9% | 14,301 | 0.0% | 0.48% | -2.4% |
| Q2 2017 | $728,000 | +0.8% | 14,301 | 0.0% | 0.49% | -4.8% |
| Q1 2017 | $722,000 | +2.3% | 14,301 | -0.5% | 0.52% | -4.9% |
| Q4 2016 | $706,000 | +6.3% | 14,376 | -0.2% | 0.55% | +4.6% |
| Q3 2016 | $664,000 | +3.1% | 14,398 | +200.0% | 0.52% | +0.8% |
| Q2 2016 | $644,000 | +11.6% | 4,800 | +7.1% | 0.52% | +12.9% |
| Q1 2016 | $577,000 | +6.5% | 4,482 | 0.0% | 0.46% | -3.4% |
| Q4 2015 | $542,000 | – | 4,482 | – | 0.48% | – |
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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% |