HEARTLAND ADVISORS INC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 186 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
HEARTLAND ADVISORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$347,000
-82.0%
5,577
-85.8%
0.02%
-84.3%
Q4 2018$1,927,000
+409.8%
39,260
+475.7%
0.16%
+562.5%
Q4 2017$378,000
-67.2%
6,820
-24.6%
0.02%
-47.8%
Q4 2015$1,153,0009,0480.05%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders