Portfolio Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 263 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Portfolio Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$993,000
+7.0%
15,753
-2.4%
0.46%
-4.0%
Q3 2019$928,000
+0.7%
16,142
-0.8%
0.48%
-21.9%
Q2 2019$922,000
+2.6%
16,276
-0.7%
0.61%
-14.4%
Q1 2019$899,000
-7.6%
16,392
-6.6%
0.71%
+5.8%
Q4 2017$973,00017,5570.67%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 229,999$17,450,00011.93%
IRONWOOD WEALTH MANAGEMENT, INC. 215,151$16,324,00011.78%
COREPATH WEALTH PARTNERS LLC 213,114$15,864,00011.04%
ASPIRIANT, LLC 2,495,486$189,318,00010.41%
Financial Council, LLC 110,463$8,381,00010.15%
ForthRight Wealth Management, LLC 255,773$19,406,00010.03%
Employees' Retirement Fund of the City of Fort Worth 580,217$44,021,0639.24%
WJ Wealth Management, LLC 177,480$13,458,0008.95%
GDS Wealth Management 533,216$40,311,0008.88%
SIGNATUREFD, LLC 3,843,218$291,585,0008.78%
View complete list of ISHARES TR shareholders