ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 218 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $459,000 | +21.4% | 6,381 | +16.2% | 0.03% | +10.3% |
| Q1 2021 | $378,000 | +61.5% | 5,490 | +46.0% | 0.03% | +52.6% |
| Q4 2020 | $234,000 | +9.9% | 3,759 | -4.2% | 0.02% | +18.8% |
| Q3 2020 | $213,000 | -43.2% | 3,924 | -45.2% | 0.02% | -44.8% |
| Q2 2020 | $375,000 | -93.8% | 7,158 | -94.5% | 0.03% | -96.0% |
| Q1 2020 | $6,030,000 | -27.7% | 130,542 | -1.4% | 0.72% | +119.1% |
| Q4 2019 | $8,341,000 | +18.7% | 132,383 | +8.9% | 0.33% | -54.6% |
| Q3 2019 | $7,027,000 | -21.1% | 121,575 | -22.7% | 0.73% | -19.1% |
| Q2 2019 | $8,907,000 | +18.2% | 157,236 | +14.4% | 0.90% | +8.3% |
| Q1 2019 | $7,535,000 | +59.6% | 137,420 | +42.9% | 0.83% | +40.9% |
| Q4 2018 | $4,720,000 | +6.0% | 96,160 | +21.8% | 0.59% | +22.5% |
| Q3 2018 | $4,452,000 | +31.8% | 78,957 | +25.5% | 0.48% | +95.5% |
| Q2 2018 | $3,378,000 | +43.6% | 62,920 | +42.0% | 0.25% | +35.2% |
| Q1 2018 | $2,353,000 | +70.6% | 44,301 | +78.0% | 0.18% | +70.1% |
| Q4 2017 | $1,379,000 | +105.8% | 24,886 | +94.6% | 0.11% | +81.4% |
| Q3 2017 | $670,000 | +70.9% | 12,791 | +63.6% | 0.06% | -1.7% |
| Q2 2017 | $392,000 | 0.0% | 7,818 | 0.0% | 0.06% | +50.0% |
| Q1 2017 | $392,000 | – | 7,818 | – | 0.04% | – |
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% |