ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $276,000 | -6.4% | 4,414 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $295,000 | -57.2% | 4,414 | -51.5% | 0.05% | -53.0% |
| Q1 2022 | $690,000 | -0.6% | 9,093 | 0.0% | 0.12% | -12.2% |
| Q4 2021 | $694,000 | +7.6% | 9,093 | 0.0% | 0.13% | -5.1% |
| Q3 2021 | $645,000 | +0.9% | 9,093 | +2.4% | 0.14% | -2.1% |
| Q2 2021 | $639,000 | +4.4% | 8,883 | 0.0% | 0.14% | -4.7% |
| Q1 2021 | $612,000 | +67.2% | 8,883 | +51.1% | 0.15% | +29.8% |
| Q4 2020 | $366,000 | +54.4% | 5,878 | +14.3% | 0.11% | -19.7% |
| Q3 2016 | $237,000 | -7.8% | 5,142 | +168.7% | 0.14% | -2.1% |
| Q2 2016 | $257,000 | +4.5% | 1,914 | 0.0% | 0.14% | -5.8% |
| Q1 2016 | $246,000 | +0.8% | 1,914 | 0.0% | 0.15% | -13.0% |
| Q4 2015 | $244,000 | +4.7% | 1,914 | 0.0% | 0.18% | +3.5% |
| Q3 2015 | $233,000 | -9.7% | 1,914 | 0.0% | 0.17% | -14.9% |
| Q2 2015 | $258,000 | 0.0% | 1,914 | 0.0% | 0.20% | -1.0% |
| Q1 2015 | $258,000 | -1.1% | 1,914 | 0.0% | 0.20% | -1.5% |
| Q4 2014 | $261,000 | +4.4% | 1,914 | 0.0% | 0.21% | -1.4% |
| Q3 2014 | $250,000 | -23.5% | 1,914 | -22.3% | 0.21% | -20.5% |
| Q2 2014 | $327,000 | +5.1% | 2,464 | 0.0% | 0.26% | -23.1% |
| Q1 2014 | $311,000 | +2.3% | 2,464 | 0.0% | 0.34% | +7.2% |
| Q4 2013 | $304,000 | – | 2,464 | – | 0.32% | – |
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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% |