ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $464,000 | +53.6% | 6,731 | +38.5% | 0.03% | 0.0% |
| Q4 2020 | $302,000 | +6.0% | 4,861 | -7.6% | 0.03% | -3.7% |
| Q3 2020 | $285,000 | -11.8% | 5,259 | -14.9% | 0.03% | -12.9% |
| Q2 2020 | $323,000 | +17.0% | 6,177 | +3.2% | 0.03% | -6.1% |
| Q1 2020 | $276,000 | -25.4% | 5,987 | +2.1% | 0.03% | 0.0% |
| Q4 2019 | $370,000 | -47.1% | 5,866 | -51.6% | 0.03% | -51.5% |
| Q3 2019 | $700,000 | +66.3% | 12,113 | +63.2% | 0.07% | +61.9% |
| Q2 2019 | $421,000 | -37.3% | 7,424 | -39.4% | 0.04% | -41.7% |
| Q1 2019 | $671,000 | +36.4% | 12,241 | +22.0% | 0.07% | +14.3% |
| Q4 2018 | $492,000 | -8.0% | 10,031 | +5.7% | 0.06% | +3.3% |
| Q3 2018 | $535,000 | – | 9,486 | – | 0.06% | – |
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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% |