ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 209 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $788,000 | +65.9% | 13,674 | +64.2% | 1.61% | +257.8% |
| Q2 2019 | $475,000 | -35.9% | 8,330 | -38.5% | 0.45% | -25.1% |
| Q1 2019 | $741,000 | +85.2% | 13,548 | +66.3% | 0.60% | +51.8% |
| Q4 2018 | $400,000 | -34.5% | 8,149 | -24.5% | 0.40% | -24.6% |
| Q3 2018 | $611,000 | +34.3% | 10,789 | +31.8% | 0.52% | +8.7% |
| Q2 2018 | $455,000 | +53.2% | 8,183 | +46.3% | 0.48% | +68.3% |
| Q1 2018 | $297,000 | – | 5,593 | – | 0.29% | – |
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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% |