ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 91 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $131,255 | -4.7% | 1,759 | 0.0% | 0.08% | -12.5% |
| Q2 2023 | $137,658 | +6.1% | 1,759 | 0.0% | 0.09% | +8.6% |
| Q1 2023 | $129,778 | +4.5% | 1,759 | 0.0% | 0.08% | +6.6% |
| Q4 2022 | $124,237 | +12.9% | 1,759 | 0.0% | 0.08% | +2.7% |
| Q3 2022 | $110,000 | -6.8% | 1,759 | 0.0% | 0.07% | -5.1% |
| Q2 2022 | $118,000 | -11.3% | 1,759 | 0.0% | 0.08% | -3.7% |
| Q1 2022 | $133,000 | -0.7% | 1,759 | 0.0% | 0.08% | -1.2% |
| Q4 2021 | $134,000 | +7.2% | 1,759 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $125,000 | -1.6% | 1,759 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $127,000 | +5.0% | 1,759 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $121,000 | +11.0% | 1,759 | 0.0% | 0.08% | +5.0% |
| Q4 2020 | $109,000 | +14.7% | 1,759 | 0.0% | 0.08% | -1.2% |
| Q3 2020 | $95,000 | +3.3% | 1,759 | 0.0% | 0.08% | +3.8% |
| Q2 2020 | $92,000 | +13.6% | 1,759 | 0.0% | 0.08% | +5.4% |
| Q1 2020 | $81,000 | -27.0% | 1,759 | 0.0% | 0.07% | -8.6% |
| Q4 2019 | $111,000 | +8.8% | 1,759 | 0.0% | 0.08% | +1.2% |
| Q3 2019 | $102,000 | +2.0% | 1,759 | 0.0% | 0.08% | -1.2% |
| Q2 2019 | $100,000 | +4.2% | 1,759 | 0.0% | 0.08% | +12.5% |
| Q1 2019 | $96,000 | +11.6% | 1,759 | 0.0% | 0.07% | +4.3% |
| Q4 2018 | $86,000 | -13.1% | 1,759 | 0.0% | 0.07% | +6.2% |
| Q3 2018 | $99,000 | +5.3% | 1,759 | 0.0% | 0.06% | -1.5% |
| Q2 2018 | $94,000 | +17.5% | 1,759 | +17.3% | 0.07% | +15.8% |
| Q1 2018 | $80,000 | -3.6% | 1,500 | 0.0% | 0.06% | +5.6% |
| Q4 2017 | $83,000 | +5.1% | 1,500 | 0.0% | 0.05% | +3.8% |
| Q3 2017 | $79,000 | +3.9% | 1,500 | 0.0% | 0.05% | +8.3% |
| Q2 2017 | $76,000 | 0.0% | 1,500 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $76,000 | +2.7% | 1,500 | 0.0% | 0.05% | +9.1% |
| Q4 2016 | $74,000 | +7.2% | 1,500 | 0.0% | 0.04% | +7.3% |
| Q3 2016 | $69,000 | +3.0% | 1,500 | +200.0% | 0.04% | +5.1% |
| Q2 2016 | $67,000 | +4.7% | 500 | 0.0% | 0.04% | +18.2% |
| Q1 2016 | $64,000 | 0.0% | 500 | 0.0% | 0.03% | -2.9% |
| Q4 2015 | $64,000 | +20.8% | 500 | +14.9% | 0.03% | +13.3% |
| Q3 2015 | $53,000 | -10.2% | 435 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $59,000 | 0.0% | 435 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $59,000 | 0.0% | 435 | 0.0% | 0.03% | +3.4% |
| Q4 2014 | $59,000 | +3.5% | 435 | 0.0% | 0.03% | +3.6% |
| Q3 2014 | $57,000 | -1.7% | 435 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $58,000 | +5.5% | 435 | 0.0% | 0.03% | +7.7% |
| Q1 2014 | $55,000 | +1.9% | 435 | 0.0% | 0.03% | +4.0% |
| Q4 2013 | $54,000 | +10.2% | 435 | 0.0% | 0.02% | +4.2% |
| Q3 2013 | $49,000 | +2.1% | 435 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $48,000 | – | 435 | – | 0.02% | – |
Download | ||||||
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% |