ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $12,133,000 | +8.9% | 192,584 | -0.1% | 0.08% | -1.3% |
| Q3 2019 | $11,144,000 | +3.2% | 192,792 | +1.2% | 0.08% | -1.3% |
| Q2 2019 | $10,797,000 | +31.0% | 190,558 | +26.7% | 0.08% | +23.8% |
| Q1 2019 | $8,245,000 | +41.4% | 150,358 | +26.6% | 0.06% | +18.9% |
| Q4 2018 | $5,830,000 | -3.2% | 118,753 | +11.1% | 0.05% | +6.0% |
| Q3 2018 | $6,024,000 | -1.2% | 106,846 | -6.9% | 0.05% | -12.3% |
| Q2 2018 | $6,097,000 | 0.0% | 114,826 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $6,097,000 | +0.4% | 114,826 | +4.8% | 0.06% | -1.7% |
| Q4 2017 | $6,071,000 | +7.7% | 109,577 | +1.7% | 0.06% | -4.9% |
| Q3 2017 | $5,639,000 | +19.6% | 107,697 | +15.4% | 0.06% | +10.9% |
| Q2 2017 | $4,716,000 | +113.4% | 93,302 | +113.2% | 0.06% | +96.4% |
| Q1 2017 | $2,210,000 | +27.5% | 43,767 | +24.1% | 0.03% | +16.7% |
| Q4 2016 | $1,733,000 | +72.3% | 35,278 | +61.8% | 0.02% | +60.0% |
| Q3 2016 | $1,006,000 | +40.3% | 21,806 | +309.0% | 0.02% | +36.4% |
| Q2 2016 | $717,000 | +50.0% | 5,331 | +43.8% | 0.01% | +37.5% |
| Q1 2016 | $478,000 | -32.4% | 3,706 | -33.3% | 0.01% | -38.5% |
| Q4 2015 | $707,000 | +29.5% | 5,560 | +23.7% | 0.01% | +18.2% |
| Q3 2015 | $546,000 | -2.0% | 4,493 | +8.7% | 0.01% | +10.0% |
| Q2 2015 | $557,000 | +16.3% | 4,135 | +16.4% | 0.01% | +11.1% |
| Q1 2015 | $479,000 | -7.0% | 3,551 | -5.9% | 0.01% | -18.2% |
| Q4 2014 | $515,000 | +61.4% | 3,772 | +54.4% | 0.01% | +22.2% |
| Q3 2014 | $319,000 | +2.6% | 2,443 | +4.2% | 0.01% | 0.0% |
| Q2 2014 | $311,000 | +5.1% | 2,345 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $296,000 | +74.1% | 2,345 | +70.7% | 0.01% | +80.0% |
| Q4 2013 | $170,000 | +3.7% | 1,374 | -5.5% | 0.01% | -16.7% |
| Q3 2013 | $164,000 | +37.8% | 1,454 | +33.9% | 0.01% | +50.0% |
| Q2 2013 | $119,000 | – | 1,086 | – | 0.00% | – |
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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% |