ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 63 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $960,000 | -17.5% | 15,330 | 0.0% | 0.09% | +8.4% |
Q1 2022 | $1,163,000 | +0.9% | 15,330 | -26.4% | 0.08% | -68.8% |
Q4 2017 | $1,153,000 | +5.8% | 20,820 | 0.0% | 0.27% | +3.9% |
Q3 2017 | $1,090,000 | +2.7% | 20,820 | 0.0% | 0.26% | +5.8% |
Q2 2017 | $1,061,000 | +57.4% | 20,820 | +56.0% | 0.24% | +58.2% |
Q1 2017 | $674,000 | +9.6% | 13,345 | 0.0% | 0.15% | +13.3% |
Q3 2016 | $615,000 | +3.0% | 13,345 | +200.0% | 0.14% | +1.5% |
Q2 2016 | $597,000 | +4.2% | 4,448 | 0.0% | 0.13% | +6.4% |
Q1 2016 | $573,000 | +1.1% | 4,448 | 0.0% | 0.12% | +10.6% |
Q4 2015 | $567,000 | +4.8% | 4,448 | 0.0% | 0.11% | -5.0% |
Q3 2015 | $541,000 | -9.8% | 4,448 | 0.0% | 0.12% | -16.8% |
Q2 2015 | $600,000 | +0.2% | 4,448 | +0.2% | 0.14% | -14.9% |
Q1 2015 | $599,000 | -1.0% | 4,441 | +0.2% | 0.17% | -2.9% |
Q4 2014 | $605,000 | +4.9% | 4,434 | +0.2% | 0.17% | -18.0% |
Q3 2014 | $577,000 | -1.5% | 4,427 | +0.1% | 0.21% | 0.0% |
Q2 2014 | $586,000 | +5.0% | 4,421 | +0.1% | 0.21% | -1.9% |
Q1 2014 | $558,000 | +2.4% | 4,415 | 0.0% | 0.22% | +2.4% |
Q4 2013 | $545,000 | +13.3% | 4,415 | +0.5% | 0.21% | +6.6% |
Q3 2013 | $481,000 | 0.0% | 4,394 | 0.0% | 0.20% | 0.0% |
Q2 2013 | $481,000 | +3.2% | 4,394 | +0.2% | 0.20% | +0.5% |
Q1 2013 | $466,000 | +11.5% | 4,387 | 0.0% | 0.20% | +5.4% |
Q4 2012 | $418,000 | +1.2% | 4,387 | +0.4% | 0.19% | +2.8% |
Q3 2012 | $413,000 | +6.4% | 4,371 | +0.2% | 0.18% | +5.2% |
Q2 2012 | $388,000 | -3.2% | 4,364 | 0.0% | 0.17% | -3.9% |
Q1 2012 | $401,000 | +10.8% | 4,364 | +0.1% | 0.18% | -17.1% |
Q4 2011 | $362,000 | – | 4,358 | – | 0.22% | – |
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% |