ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 312 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,620 | -25.6% | 1,000 | -22.0% | 0.00% | – |
| Q2 2023 | $100,329 | +135479.7% | 1,282 | +128100.0% | 0.00% | – |
| Q1 2023 | $74 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $3,334,372 | +12249.5% | 47,209 | +10904.4% | 0.01% | – |
| Q3 2022 | $27,000 | -6.9% | 429 | 0.0% | 0.00% | – |
| Q2 2022 | $29,000 | -98.3% | 429 | -98.1% | 0.00% | -100.0% |
| Q1 2022 | $1,741,000 | +811.5% | 22,951 | +815.1% | 0.01% | +600.0% |
| Q4 2021 | $191,000 | +478.8% | 2,508 | +441.7% | 0.00% | – |
| Q3 2021 | $33,000 | +26.9% | 463 | +26.5% | 0.00% | – |
| Q2 2021 | $26,000 | -79.0% | 366 | -79.7% | 0.00% | -100.0% |
| Q1 2021 | $124,000 | +933.3% | 1,802 | +828.9% | 0.00% | – |
| Q4 2020 | $12,000 | -92.1% | 194 | -93.0% | 0.00% | -100.0% |
| Q3 2020 | $151,000 | +2057.1% | 2,778 | +1625.5% | 0.00% | – |
| Q1 2020 | $7,000 | – | 161 | – | 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% |