ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 145 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,995,828 | +7.3% | 68,034 | +10.1% | 0.19% | -9.6% |
| Q1 2024 | $5,588,541 | +8.7% | 61,793 | +0.2% | 0.21% | -3.3% |
| Q4 2023 | $5,141,363 | +54.5% | 61,662 | +36.3% | 0.22% | +28.0% |
| Q3 2023 | $3,327,244 | -2.7% | 45,238 | +3.5% | 0.17% | +0.6% |
| Q2 2023 | $3,419,288 | +13.5% | 43,691 | +6.4% | 0.17% | +4.4% |
| Q1 2023 | $3,011,732 | +3.5% | 41,082 | -0.3% | 0.16% | -20.0% |
| Q4 2022 | $2,910,467 | -0.6% | 41,207 | -1.8% | 0.20% | -9.9% |
| Q3 2022 | $2,929,000 | +1.4% | 41,978 | -2.8% | 0.22% | -4.3% |
| Q2 2022 | $2,888,000 | -6.7% | 43,185 | -1.0% | 0.23% | -4.5% |
| Q1 2022 | $3,095,000 | +17.5% | 43,619 | +17.4% | 0.24% | -6.5% |
| Q3 2021 | $2,634,000 | -2.1% | 37,156 | -0.6% | 0.26% | -5.8% |
| Q2 2021 | $2,690,000 | +6.0% | 37,379 | +1.5% | 0.28% | -7.1% |
| Q1 2021 | $2,537,000 | +7.4% | 36,824 | -3.1% | 0.30% | +0.3% |
| Q4 2020 | $2,363,000 | -27.9% | 37,991 | -37.1% | 0.30% | -38.3% |
| Q3 2020 | $3,279,000 | -17.1% | 60,398 | -20.3% | 0.48% | -23.9% |
| Q2 2020 | $3,956,000 | +2.4% | 75,737 | -9.4% | 0.63% | -13.7% |
| Q1 2020 | $3,862,000 | -27.8% | 83,631 | -1.5% | 0.73% | -10.9% |
| Q4 2019 | $5,351,000 | +11.6% | 84,915 | +2.4% | 0.82% | +4.1% |
| Q3 2019 | $4,793,000 | +8.3% | 82,926 | +6.1% | 0.79% | -7.1% |
| Q2 2019 | $4,427,000 | +87.2% | 78,139 | +81.1% | 0.85% | +48.3% |
| Q1 2019 | $2,365,000 | +12.1% | 43,141 | +0.4% | 0.57% | +6.1% |
| Q4 2018 | $2,109,000 | -7.1% | 42,958 | +6.7% | 0.54% | +5.1% |
| Q3 2018 | $2,271,000 | +14.5% | 40,275 | +9.0% | 0.51% | +2.2% |
| Q2 2018 | $1,984,000 | +23.8% | 36,958 | +22.5% | 0.50% | +13.6% |
| Q1 2018 | $1,603,000 | +12.3% | 30,175 | +17.1% | 0.44% | +12.8% |
| Q4 2017 | $1,428,000 | +44.4% | 25,776 | +36.4% | 0.39% | -4.2% |
| Q3 2017 | $989,000 | +24.2% | 18,898 | +20.9% | 0.41% | +9.4% |
| Q2 2017 | $796,000 | +34.9% | 15,625 | +33.7% | 0.37% | +13.3% |
| Q1 2017 | $590,000 | – | 11,683 | – | 0.33% | – |
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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% |