ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 417 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |