ClearBridge Investments - ISHARES TR ownership

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
ClearBridge Investments ownership history of ISHARES TR
ValueSharesWeighting
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$476,0003,8550.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 726,403$45,175,00015.75%
COREPATH WEALTH PARTNERS LLC 146,052$9,153,0009.54%
ForthRight Wealth Management, LLC 193,762$12,050,0009.47%
ASPIRIANT, LLC 2,182,430$135,719,0009.26%
Wealth Advisors of Iowa, LLC 191,001$11,878,0007.36%
HANTZ FINANCIAL SERVICES, INC. 288,273$17,928,0006.17%
Petix & Botte Co 102,903$6,400,0004.79%
HighMark Wealth Management LLC 82,196$5,106,0004.39%
Fortis Advisors, LLC 70,374$4,377,0003.86%
Windsor Wealth Management, Inc. 243,160$15,122,0003.85%
View complete list of ISHARES TR shareholders