ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $343 | +33.5% | 4,072 | +18.1% | 0.03% | +21.7% |
| Q3 2023 | $257 | -4.8% | 3,447 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $270 | +6.3% | 3,447 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $254 | +4.5% | 3,447 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $243 | -99.9% | 3,447 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $216,000 | -10.4% | 3,447 | -4.2% | 0.02% | -4.3% |
| Q2 2022 | $241,000 | -11.7% | 3,597 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $273,000 | -0.7% | 3,597 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $275,000 | +7.8% | 3,597 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $255,000 | -1.5% | 3,597 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $259,000 | +4.4% | 3,597 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $248,000 | +6.4% | 3,597 | -4.0% | 0.02% | 0.0% |
| Q4 2020 | $233,000 | +7.9% | 3,747 | -5.7% | 0.02% | -4.2% |
| Q3 2020 | $216,000 | +4.3% | 3,972 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $207,000 | -37.5% | 3,972 | -24.3% | 0.02% | -30.6% |
| Q4 2019 | $331,000 | +9.2% | 5,250 | 0.0% | 0.04% | -2.7% |
| Q3 2019 | $303,000 | -6.2% | 5,250 | -7.9% | 0.04% | -7.5% |
| Q2 2019 | $323,000 | +3.2% | 5,700 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $313,000 | +1.3% | 5,700 | -9.5% | 0.04% | -10.9% |
| Q4 2018 | $309,000 | -13.0% | 6,300 | 0.0% | 0.05% | -2.1% |
| Q3 2018 | $355,000 | +5.0% | 6,300 | 0.0% | 0.05% | -2.1% |
| Q2 2018 | $338,000 | +0.9% | 6,300 | -0.2% | 0.05% | -5.9% |
| Q1 2018 | $335,000 | -6.7% | 6,315 | -2.5% | 0.05% | -8.9% |
| Q4 2017 | $359,000 | +4.4% | 6,480 | -1.4% | 0.06% | -3.4% |
| Q3 2017 | $344,000 | -1.1% | 6,570 | -3.7% | 0.06% | 0.0% |
| Q2 2017 | $348,000 | +0.9% | 6,825 | 0.0% | 0.06% | -7.9% |
| Q1 2017 | $345,000 | – | 6,825 | – | 0.06% | – |
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% |