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 | $6,210,100 | -4.9% | 83,223 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $6,527,980 | +7.7% | 83,414 | +1.5% | 0.00% | 0.0% |
| Q1 2023 | $6,063,240 | +4.0% | 82,180 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $5,830,718 | +11.1% | 82,553 | -1.5% | 0.00% | 0.0% |
| Q3 2022 | $5,246,000 | +1013.8% | 83,791 | +1089.2% | 0.00% | – |
| Q2 2022 | $471,000 | -4.3% | 7,046 | +8.8% | 0.00% | – |
| Q1 2022 | $492,000 | +72.0% | 6,479 | +73.1% | 0.00% | – |
| Q4 2021 | $286,000 | +17.2% | 3,742 | +8.7% | 0.00% | – |
| Q3 2021 | $244,000 | +9.4% | 3,442 | -17.9% | 0.00% | – |
| Q1 2018 | $223,000 | – | 4,190 | – | 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% |