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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,037 | -94.4% | 43 | -93.9% | 0.00% | -100.0% |
| Q1 2022 | $54,000 | -92.5% | 706 | -92.6% | 0.00% | -93.3% |
| Q4 2021 | $724,000 | +12.4% | 9,483 | +4.4% | 0.04% | 0.0% |
| Q3 2021 | $644,000 | +7.7% | 9,081 | +9.3% | 0.04% | +12.5% |
| Q2 2021 | $598,000 | +56.1% | 8,311 | +49.5% | 0.04% | +48.1% |
| Q1 2021 | $383,000 | +372.8% | 5,560 | +325.4% | 0.03% | +285.7% |
| Q4 2020 | $81,000 | -92.8% | 1,307 | -94.0% | 0.01% | -92.3% |
| Q2 2020 | $1,129,000 | +37533.3% | 21,608 | +34751.6% | 0.09% | – |
| Q1 2020 | $3,000 | -72.7% | 62 | -63.3% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | -52.2% | 169 | -57.9% | 0.00% | -50.0% |
| Q3 2019 | $23,000 | +130.0% | 401 | +137.3% | 0.00% | +100.0% |
| Q2 2019 | $10,000 | +11.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | – | 169 | – | 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% |