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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,010,000 | -2.8% | 37,847 | +1.5% | 1.30% | +1.2% |
| Q4 2017 | $2,067,000 | +11.0% | 37,303 | +4.8% | 1.28% | +3.9% |
| Q3 2017 | $1,863,000 | +9.6% | 35,592 | +6.6% | 1.23% | +6.1% |
| Q2 2017 | $1,700,000 | -45.1% | 33,386 | -45.6% | 1.16% | -48.5% |
| Q1 2017 | $3,097,000 | -28.4% | 61,360 | -30.3% | 2.25% | -37.8% |
| Q4 2016 | $4,324,000 | – | 88,003 | – | 3.62% | – |
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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% |