ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $722,121 | +94.6% | 10,224 | +110.2% | 0.00% | – |
| Q4 2021 | $371,000 | -43.2% | 4,864 | -53.7% | 0.00% | -100.0% |
| Q4 2020 | $653,000 | +140.1% | 10,500 | +101.4% | 0.00% | – |
| Q2 2020 | $272,000 | -59.4% | 5,214 | -64.1% | 0.00% | -100.0% |
| Q1 2020 | $670,000 | -15.6% | 14,510 | +15.5% | 0.00% | 0.0% |
| Q4 2019 | $794,000 | +15780.0% | 12,559 | +14675.3% | 0.00% | – |
| Q3 2019 | $5,000 | -99.9% | 85 | -99.9% | 0.00% | -100.0% |
| Q4 2018 | $5,469,000 | +287.3% | 111,400 | +337.1% | 0.01% | +500.0% |
| Q4 2017 | $1,412,000 | +25.7% | 25,484 | +18.8% | 0.00% | 0.0% |
| Q3 2017 | $1,123,000 | +7921.4% | 21,460 | +7619.4% | 0.00% | – |
| Q2 2017 | $14,000 | -97.1% | 278 | -97.1% | 0.00% | -100.0% |
| Q4 2016 | $475,000 | -95.0% | 9,659 | -87.1% | 0.00% | -90.9% |
| Q4 2015 | $9,548,000 | +3334.5% | 74,954 | +3176.0% | 0.01% | – |
| Q3 2015 | $278,000 | +261.0% | 2,288 | +301.4% | 0.00% | – |
| Q1 2015 | $77,000 | -98.3% | 570 | -98.3% | 0.00% | -100.0% |
| Q4 2014 | $4,544,000 | +32357.1% | 33,293 | +29893.7% | 0.01% | – |
| Q3 2014 | $14,000 | -95.5% | 111 | -95.2% | 0.00% | – |
| Q2 2014 | $309,000 | -35.1% | 2,330 | -39.6% | 0.00% | -100.0% |
| Q4 2013 | $476,000 | – | 3,855 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 740,195 | $52,465,000 | 31.12% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 212,395 | $15,055,000 | 11.16% |
| Financial Council Asset Management Inc | 109,905 | $7,790,000 | 10.99% |
| COREPATH WEALTH PARTNERS LLC | 190,426 | $13,713,000 | 10.53% |
| ASPIRIANT, LLC | 2,500,469 | $177,195,000 | 10.41% |
| SIGNATUREFD, LLC | 3,558,773 | $252,246,000 | 8.71% |
| ForthRight Wealth Management, LLC | 200,306 | $14,198,000 | 8.62% |
| HANTZ FINANCIAL SERVICES, INC. | 310,599 | $22,015,000 | 7.05% |
| Madison Wealth Partners, Inc | 165,382 | $11,722,000 | 6.61% |
| Petix & Botte Co | 250,175 | $17,731,000 | 6.01% |