ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $4,285,000 | -18.1% | 78,153 | -26.7% | 2.93% | -22.0% |
| Q4 2018 | $5,233,000 | -5.2% | 106,593 | +5.1% | 3.76% | -7.3% |
| Q3 2018 | $5,518,000 | +23.0% | 101,408 | +21.3% | 4.06% | +49.4% |
| Q2 2018 | $4,488,000 | -0.4% | 83,610 | -1.5% | 2.72% | -22.2% |
| Q1 2018 | $4,507,000 | -2.3% | 84,842 | -3.7% | 3.49% | +11.2% |
| Q4 2017 | $4,614,000 | 0.0% | 88,129 | 0.0% | 3.14% | +2.3% |
| Q3 2017 | $4,614,000 | +18.3% | 88,129 | +15.1% | 3.07% | +40.8% |
| Q2 2017 | $3,900,000 | – | 76,565 | – | 2.18% | – |
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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% |