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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | -37.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 100 | -35.9% | 0.00% | -50.0% |
| Q1 2020 | $7,000 | -46.2% | 156 | -22.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | +44.4% | 200 | +28.2% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | -40.0% | 156 | -44.7% | 0.00% | -50.0% |
| Q1 2019 | $15,000 | +7.1% | 282 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -17.6% | 282 | -6.3% | 0.00% | -20.0% |
| Q3 2018 | $17,000 | +13.3% | 301 | +6.7% | 0.01% | +25.0% |
| Q2 2018 | $15,000 | +87.5% | 282 | +80.8% | 0.00% | +100.0% |
| Q1 2018 | $8,000 | +33.3% | 156 | +56.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $5,000 | – | 100 | – | 0.00% | – |
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% |