ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 218 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $256,000 | -54.9% | 4,708 | -56.6% | 0.16% | -60.6% |
| Q2 2020 | $567,000 | -17.8% | 10,850 | -27.4% | 0.40% | -59.4% |
| Q1 2020 | $690,000 | -47.0% | 14,943 | -27.7% | 0.98% | +9.1% |
| Q4 2019 | $1,303,000 | +6.8% | 20,667 | -2.1% | 0.90% | -5.4% |
| Q3 2019 | $1,220,000 | -10.7% | 21,108 | -12.5% | 0.95% | -13.9% |
| Q2 2019 | $1,366,000 | -15.8% | 24,118 | -18.5% | 1.10% | -20.2% |
| Q1 2019 | $1,622,000 | -10.1% | 29,575 | -19.6% | 1.38% | -33.7% |
| Q4 2018 | $1,805,000 | -17.5% | 36,775 | -5.2% | 2.09% | +24.2% |
| Q3 2018 | $2,187,000 | +3.7% | 38,790 | -1.2% | 1.68% | +0.5% |
| Q2 2018 | $2,108,000 | -1.6% | 39,271 | -2.6% | 1.67% | -5.1% |
| Q1 2018 | $2,142,000 | -5.1% | 40,317 | -1.1% | 1.76% | +4.3% |
| Q4 2017 | $2,258,000 | +4.5% | 40,753 | -1.2% | 1.69% | -0.8% |
| Q3 2017 | $2,160,000 | -29.9% | 41,255 | -31.8% | 1.70% | -38.4% |
| Q2 2016 | $3,081,000 | – | 60,484 | – | 2.76% | – |
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% |