ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 72 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $203,000 | -20.4% | 3,983 | +110.6% | 0.11% | -34.1% |
| Q2 2015 | $255,000 | 0.0% | 1,891 | 0.0% | 0.16% | +3.1% |
| Q1 2015 | $255,000 | -1.2% | 1,891 | +0.1% | 0.16% | -5.4% |
| Q4 2014 | $258,000 | +4.9% | 1,889 | +0.2% | 0.17% | 0.0% |
| Q3 2014 | $246,000 | -1.2% | 1,886 | +0.2% | 0.17% | +0.6% |
| Q2 2014 | $249,000 | – | 1,882 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 266,735 | $33,080,000 | 16.43% |
| ASPIRIANT, LLC | 668,860 | $89,808,000 | 8.48% |
| Geneva Partners, LLC | 60,484 | $3,081,000 | 2.76% |
| Financial Planning & Information Services, Inc. | 36,262 | $4,869,000 | 2.23% |
| Oliver Luxxe Assets LLC | 13,729 | $1,843,000 | 1.57% |
| Asset Management Group, Inc. | 23,687 | $3,180,000 | 1.38% |
| TRUE Private Wealth Advisors | 30,191 | $4,053,000 | 1.36% |
| Kalos Management, Inc. | 9,616 | $1,291,000 | 1.00% |
| Independence Trust CO | 3,463 | $465,000 | 0.72% |
| Barrington Strategic Wealth Management Group LLC | 8,265 | $1,110,000 | 0.64% |