ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 141 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,032 | -2.8% | 3,257 | -1.8% | 0.02% | -4.2% |
| Q4 2021 | $250,000 | -48.5% | 3,316 | +29.2% | 0.02% | -59.3% |
| Q1 2019 | $485,000 | -98.5% | 2,566 | -99.8% | 0.06% | -85.4% |
| Q3 2018 | $32,150,000 | +198.7% | 1,695,954 | +193.8% | 0.40% | +234.7% |
| Q2 2018 | $10,763,000 | +317.7% | 577,189 | +1062.6% | 0.12% | -75.4% |
| Q1 2018 | $2,577,000 | +3.4% | 49,648 | +12.3% | 0.49% | +5.1% |
| Q4 2017 | $2,492,000 | +47.3% | 44,192 | +37.5% | 0.47% | +33.3% |
| Q3 2017 | $1,692,000 | -4.0% | 32,150 | -7.6% | 0.35% | -11.1% |
| Q2 2017 | $1,762,000 | +42.2% | 34,807 | +40.7% | 0.40% | +29.1% |
| Q1 2017 | $1,239,000 | – | 24,742 | – | 0.31% | – |
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% |