ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 95 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $890,590 | -6.6% | 11,935 | -2.1% | 0.04% | 0.0% |
| Q2 2023 | $953,598 | +6.1% | 12,185 | 0.0% | 0.04% | +5.6% |
| Q1 2023 | $899,009 | +104314.5% | 12,185 | 0.0% | 0.04% | -2.7% |
| Q4 2022 | $861 | -99.6% | 12,185 | +164.4% | 0.04% | +146.7% |
| Q3 2017 | $241,000 | +2.6% | 4,608 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $235,000 | +0.9% | 4,608 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $233,000 | +3.1% | 4,608 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $226,000 | +6.6% | 4,608 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $212,000 | +2.9% | 4,608 | +200.0% | 0.02% | +7.1% |
| Q2 2016 | $206,000 | -4.6% | 1,536 | -10.4% | 0.01% | -36.4% |
| Q1 2014 | $216,000 | +1.9% | 1,714 | 0.0% | 0.02% | -4.3% |
| Q4 2013 | $212,000 | – | 1,714 | – | 0.02% | – |
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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% |