ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 264 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,422 | -11.1% | 2,625 | -13.8% | 0.11% | -9.8% |
| Q1 2022 | $231,000 | +6.5% | 3,044 | +7.1% | 0.12% | +25.5% |
| Q4 2021 | $217,000 | -10.0% | 2,843 | -16.4% | 0.10% | -9.3% |
| Q3 2021 | $241,000 | -1.6% | 3,401 | +0.0% | 0.11% | +0.9% |
| Q2 2021 | $245,000 | +4.7% | 3,400 | +0.0% | 0.11% | -13.0% |
| Q1 2021 | $234,000 | 0.0% | 3,399 | -9.8% | 0.12% | -14.0% |
| Q4 2020 | $234,000 | +14.7% | 3,767 | +0.0% | 0.14% | +3.6% |
| Q3 2020 | $204,000 | -5.1% | 3,766 | -8.3% | 0.14% | -26.6% |
| Q2 2020 | $215,000 | -14.3% | 4,109 | +3.2% | 0.19% | -16.8% |
| Q4 2019 | $251,000 | +9.1% | 3,983 | +0.0% | 0.23% | +11.3% |
| Q3 2019 | $230,000 | +2.2% | 3,982 | +0.1% | 0.20% | +8.6% |
| Q2 2019 | $225,000 | +3.2% | 3,980 | +0.1% | 0.19% | -3.6% |
| Q1 2019 | $218,000 | -75.7% | 3,978 | -78.2% | 0.19% | -67.8% |
| Q4 2018 | $896,000 | -9.3% | 18,252 | +4.1% | 0.60% | +15.5% |
| Q3 2018 | $988,000 | +6.5% | 17,530 | +1.4% | 0.52% | +5.7% |
| Q2 2018 | $928,000 | +0.1% | 17,284 | -1.0% | 0.49% | -6.6% |
| Q1 2018 | $927,000 | -3.5% | 17,451 | +0.6% | 0.53% | +19.4% |
| Q4 2017 | $961,000 | +9.1% | 17,352 | +3.1% | 0.44% | +7.0% |
| Q3 2017 | $881,000 | +228.7% | 16,838 | +220.1% | 0.41% | +176.0% |
| Q2 2017 | $268,000 | +3.1% | 5,260 | +2.1% | 0.15% | -6.8% |
| Q1 2017 | $260,000 | – | 5,150 | – | 0.16% | – |
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% |