ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 262 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $644,000 | +8.1% | 12,334 | -4.5% | 0.27% | -11.2% |
| Q1 2020 | $596,000 | -30.2% | 12,919 | -4.8% | 0.30% | -13.4% |
| Q4 2019 | $854,000 | +10.1% | 13,566 | +1.0% | 0.35% | +2.6% |
| Q3 2019 | $776,000 | +5.9% | 13,433 | +3.9% | 0.34% | +4.6% |
| Q2 2019 | $733,000 | +2.5% | 12,935 | -0.8% | 0.33% | -0.3% |
| Q1 2019 | $715,000 | +15.7% | 13,035 | +3.5% | 0.33% | +0.9% |
| Q4 2018 | $618,000 | -12.5% | 12,594 | +0.5% | 0.32% | -4.1% |
| Q3 2018 | $706,000 | +3.7% | 12,529 | -1.3% | 0.34% | -0.9% |
| Q2 2018 | $681,000 | +1.2% | 12,688 | 0.0% | 0.34% | -0.9% |
| Q1 2018 | $673,000 | – | 12,688 | – | 0.34% | – |
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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% |