ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 145 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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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% |