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 2022 | $15,694,000 | -3.9% | 206,859 | -3.3% | 0.45% | +14.0% |
| Q4 2021 | $16,323,000 | -5.7% | 213,823 | -12.5% | 0.39% | +1.6% |
| Q3 2021 | $17,313,000 | -0.9% | 244,257 | +0.6% | 0.39% | -1.3% |
| Q2 2021 | $17,478,000 | +4.1% | 242,881 | -0.3% | 0.39% | -2.5% |
| Q1 2021 | $16,783,000 | +8.2% | 243,581 | -2.4% | 0.40% | +4.2% |
| Q4 2020 | $15,515,000 | -6.9% | 249,470 | -18.7% | 0.38% | -17.0% |
| Q3 2020 | $16,667,000 | -3.3% | 306,997 | -7.0% | 0.46% | -7.8% |
| Q2 2020 | $17,236,000 | +10.6% | 330,010 | -2.2% | 0.50% | -6.9% |
| Q1 2020 | $15,587,000 | +837.3% | 337,535 | +1179.0% | 0.54% | +1100.0% |
| Q4 2019 | $1,663,000 | +19.4% | 26,391 | +9.5% | 0.04% | +12.5% |
| Q3 2019 | $1,393,000 | +4.4% | 24,107 | +2.4% | 0.04% | +8.1% |
| Q2 2019 | $1,334,000 | +20.5% | 23,545 | +16.6% | 0.04% | +8.8% |
| Q1 2019 | $1,107,000 | +62.8% | 20,193 | +45.7% | 0.03% | +41.7% |
| Q4 2018 | $680,000 | +7.4% | 13,862 | +23.3% | 0.02% | +20.0% |
| Q3 2018 | $633,000 | +15.5% | 11,240 | +10.1% | 0.02% | +42.9% |
| Q2 2018 | $548,000 | +29.6% | 10,212 | +28.3% | 0.01% | +7.7% |
| Q1 2018 | $423,000 | +5.0% | 7,957 | +9.4% | 0.01% | 0.0% |
| Q4 2017 | $403,000 | – | 7,275 | – | 0.01% | – |
Download | ||||||
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% |