ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $155,020 | -2.6% | 1,759 | 0.0% | 0.08% | -2.5% |
Q1 2024 | $159,083 | +7.2% | 1,759 | 0.0% | 0.08% | +8.0% |
Q4 2023 | $148,336 | +13.0% | 1,759 | 0.0% | 0.08% | -2.6% |
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% | – |
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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% |