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 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 ↓ |
|---|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 242,198 | $15,164,000 | 12.40% |
| ForthRight Wealth Management, LLC | 304,753 | $19,081,000 | 11.19% |
| COREPATH WEALTH PARTNERS LLC | 217,867 | $14,179,000 | 10.53% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 215,784 | $13,802,000 | 9.92% |
| Madison Wealth Partners, Inc | 198,124 | $12,405,000 | 8.11% |
| GDS Wealth Management | 579,599 | $36,289,000 | 8.08% |
| HANTZ FINANCIAL SERVICES, INC. | 328,692 | $20,579,000 | 8.05% |
| Drake & Associates, LLC | 218,039 | $13,651,000 | 7.77% |
| Financial Council, LLC | 107,188 | $6,711,000 | 7.75% |
| SIGNATUREFD, LLC | 3,605,089 | $225,715,000 | 7.73% |