ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $738,000 | +1.7% | 10,503 | -8.4% | 0.40% | -16.1% |
| Q4 2020 | $726,000 | +21.0% | 11,471 | +3.8% | 0.48% | -13.1% |
| Q3 2020 | $600,000 | +5.6% | 11,051 | +0.1% | 0.55% | -5.2% |
| Q2 2020 | $568,000 | +1.2% | 11,038 | +0.0% | 0.58% | -8.8% |
| Q1 2020 | $561,000 | -16.5% | 11,037 | +2.3% | 0.64% | -4.4% |
| Q4 2019 | $672,000 | – | 10,792 | – | 0.67% | – |
Download | ||||||
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% |