ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,907 | -4.7% | 2,746 | 0.0% | 0.09% | -2.1% |
| Q2 2023 | $214,902 | -2.3% | 2,746 | -5.3% | 0.10% | -11.2% |
| Q1 2022 | $220,000 | -0.5% | 2,900 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $221,000 | +7.3% | 2,900 | 0.0% | 0.11% | -5.4% |
| Q3 2021 | $206,000 | -1.4% | 2,900 | 0.0% | 0.11% | -5.1% |
| Q2 2021 | $209,000 | +34.0% | 2,900 | +0.8% | 0.12% | +31.1% |
| Q3 2020 | $156,000 | +4.0% | 2,877 | 0.0% | 0.09% | +3.4% |
| Q2 2020 | $150,000 | -30.2% | 2,877 | -38.3% | 0.09% | -37.9% |
| Q1 2020 | $215,000 | -47.2% | 4,661 | -33.9% | 0.14% | -35.8% |
| Q4 2019 | $407,000 | -0.5% | 7,047 | 0.0% | 0.22% | +0.5% |
| Q3 2019 | $409,000 | -1.0% | 7,047 | -3.3% | 0.22% | -3.6% |
| Q2 2019 | $413,000 | +2.0% | 7,286 | 0.0% | 0.22% | +97.4% |
| Q1 2019 | $405,000 | – | 7,286 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 496,529 | $37,050,971 | 22.21% |
| SOUTHERN CAPITAL ADVISORS, LLC | 274,989 | $20,519,677 | 17.07% |
| Veracity Capital LLC | 325,036 | $24,254,222 | 11.25% |
| COREPATH WEALTH PARTNERS LLC | 239,955 | $17,828,653 | 10.75% |
| ForthRight Wealth Management, LLC | 314,576 | $23,473,653 | 10.12% |
| McGlone Suttner Wealth Management, Inc. | 533,851 | $39,837,495 | 9.23% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 207,381 | $15,221,766 | 9.09% |
| HANTZ FINANCIAL SERVICES, INC. | 364,080 | $27,168 | 9.05% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |