ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 305 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 229,999 | $17,450,000 | 11.93% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,151 | $16,324,000 | 11.78% |
| COREPATH WEALTH PARTNERS LLC | 213,114 | $15,864,000 | 11.04% |
| ASPIRIANT, LLC | 2,495,486 | $189,318,000 | 10.41% |
| Financial Council, LLC | 110,463 | $8,381,000 | 10.15% |
| ForthRight Wealth Management, LLC | 255,773 | $19,406,000 | 10.03% |
| Employees' Retirement Fund of the City of Fort Worth | 580,217 | $44,021,063 | 9.24% |
| WJ Wealth Management, LLC | 177,480 | $13,458,000 | 8.95% |
| GDS Wealth Management | 533,216 | $40,311,000 | 8.88% |
| SIGNATUREFD, LLC | 3,843,218 | $291,585,000 | 8.78% |