ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,942,049 | +3.5% | 146,696 | +8.6% | 0.03% | +3.3% |
| Q2 2023 | $10,570,655 | +32.0% | 135,018 | +24.4% | 0.03% | +25.0% |
| Q1 2023 | $8,006,230 | +6.7% | 108,515 | +2.1% | 0.02% | +4.3% |
| Q4 2022 | $7,504,900 | +18.0% | 106,281 | +4.5% | 0.02% | +9.5% |
| Q3 2022 | $6,362,000 | +7.4% | 101,670 | +14.8% | 0.02% | +10.5% |
| Q2 2022 | $5,921,000 | -31.6% | 88,562 | -22.4% | 0.02% | -17.4% |
| Q1 2022 | $8,651,000 | +31.4% | 114,137 | +32.3% | 0.02% | +53.3% |
| Q4 2021 | $6,585,000 | +38.4% | 86,272 | +28.5% | 0.02% | +25.0% |
| Q3 2021 | $4,759,000 | -1.8% | 67,154 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $4,845,000 | +87.1% | 67,341 | +79.0% | 0.01% | +71.4% |
| Q1 2021 | $2,589,000 | – | 37,617 | – | 0.01% | – |
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% |