ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 125 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $444,000 | -6.1% | 7,676 | -8.1% | 0.00% | 0.0% |
Q2 2019 | $473,000 | +10.0% | 8,353 | +6.4% | 0.00% | 0.0% |
Q1 2019 | $430,000 | +13.2% | 7,849 | +1.3% | 0.00% | 0.0% |
Q4 2018 | $380,000 | -13.0% | 7,746 | +0.1% | 0.00% | 0.0% |
Q3 2018 | $437,000 | +8.2% | 7,739 | +2.8% | 0.00% | 0.0% |
Q2 2018 | $404,000 | -8.8% | 7,530 | -9.8% | 0.00% | 0.0% |
Q1 2018 | $443,000 | -18.9% | 8,349 | -15.3% | 0.00% | -33.3% |
Q4 2017 | $546,000 | +158.8% | 9,856 | +108.6% | 0.00% | +200.0% |
Q1 2017 | $211,000 | – | 4,725 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Rock Advisors, LP | 726,403 | $45,175,000 | 15.75% |
COREPATH WEALTH PARTNERS LLC | 146,052 | $9,153,000 | 9.54% |
ForthRight Wealth Management, LLC | 193,762 | $12,050,000 | 9.47% |
ASPIRIANT, LLC | 2,182,430 | $135,719,000 | 9.26% |
Wealth Advisors of Iowa, LLC | 191,001 | $11,878,000 | 7.36% |
HANTZ FINANCIAL SERVICES, INC. | 288,273 | $17,928,000 | 6.17% |
Petix & Botte Co | 102,903 | $6,400,000 | 4.79% |
HighMark Wealth Management LLC | 82,196 | $5,106,000 | 4.39% |
Fortis Advisors, LLC | 70,374 | $4,377,000 | 3.86% |
Windsor Wealth Management, Inc. | 243,160 | $15,122,000 | 3.85% |