ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $9,000 | -10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 150 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $11,000 | 0.0% | 150 | 0.0% | 0.00% | +33.3% |
| Q2 2021 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -22.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | – | 150 | – | 0.00% | – |
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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% |