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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Family Firm, Inc. | 266,735 | $33,080,000 | 16.43% |
| ASPIRIANT, LLC | 668,860 | $89,808,000 | 8.48% |
| Geneva Partners, LLC | 60,484 | $3,081,000 | 2.76% |
| Financial Planning & Information Services, Inc. | 36,262 | $4,869,000 | 2.23% |
| Oliver Luxxe Assets LLC | 13,729 | $1,843,000 | 1.57% |
| Asset Management Group, Inc. | 23,687 | $3,180,000 | 1.38% |
| TRUE Private Wealth Advisors | 30,191 | $4,053,000 | 1.36% |
| Kalos Management, Inc. | 9,616 | $1,291,000 | 1.00% |
| Independence Trust CO | 3,463 | $465,000 | 0.72% |
| Barrington Strategic Wealth Management Group LLC | 8,265 | $1,110,000 | 0.64% |