ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,918 | -9.9% | 25,700 | -5.5% | 0.00% | 0.0% |
| Q2 2023 | $2,129 | +22.6% | 27,200 | +10.6% | 0.00% | +50.0% |
| Q4 2022 | $1,737 | -99.8% | 24,600 | +69.7% | 0.00% | +100.0% |
| Q3 2022 | $908,000 | +160.2% | 14,500 | +215.2% | 0.00% | – |
| Q1 2022 | $349,000 | -83.4% | 4,600 | -83.3% | 0.00% | -100.0% |
| Q4 2021 | $2,107,000 | +413.9% | 27,600 | +318.2% | 0.00% | – |
| Q4 2020 | $410,000 | -7.0% | 6,600 | -5.7% | 0.00% | – |
| Q4 2019 | $441,000 | -43.9% | 7,000 | -48.5% | 0.00% | -100.0% |
| Q3 2019 | $786,000 | -21.2% | 13,600 | -22.7% | 0.00% | 0.0% |
| Q2 2019 | $997,000 | +130.3% | 17,600 | +122.8% | 0.00% | – |
| Q1 2019 | $433,000 | -61.5% | 7,900 | -62.6% | 0.00% | -100.0% |
| Q2 2018 | $1,126,000 | +79.6% | 21,100 | +78.8% | 0.00% | 0.0% |
| Q1 2018 | $627,000 | +15.5% | 11,800 | +20.4% | 0.00% | 0.0% |
| Q4 2017 | $543,000 | – | 9,800 | – | 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% |