ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 312 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,898,000 | +15.2% | 30,531 | +0.8% | 0.44% | -0.9% |
| Q3 2020 | $1,648,000 | +5.2% | 30,299 | +1.1% | 0.45% | -4.5% |
| Q2 2020 | $1,566,000 | -19.1% | 29,973 | -28.5% | 0.47% | -33.0% |
| Q1 2020 | $1,936,000 | -14.4% | 41,930 | +16.7% | 0.70% | +9.5% |
| Q4 2019 | $2,263,000 | +15.2% | 35,918 | +5.6% | 0.64% | +5.6% |
| Q3 2019 | $1,965,000 | +3.6% | 34,026 | +1.7% | 0.61% | +11.4% |
| Q2 2019 | $1,897,000 | +12.3% | 33,463 | +8.6% | 0.54% | +8.3% |
| Q1 2019 | $1,689,000 | +392.4% | 30,822 | +405.5% | 0.50% | +408.1% |
| Q3 2018 | $343,000 | +15.5% | 6,097 | +11.0% | 0.10% | +4.2% |
| Q2 2018 | $297,000 | +18.3% | 5,492 | +13.8% | 0.10% | +11.8% |
| Q1 2018 | $251,000 | -14.0% | 4,828 | -6.1% | 0.08% | -6.6% |
| Q4 2017 | $292,000 | +42.4% | 5,140 | +30.6% | 0.09% | +16.7% |
| Q3 2017 | $205,000 | – | 3,936 | – | 0.08% | – |
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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% |