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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $390,398 | +3.5% | 4,988 | -2.4% | 0.06% | -3.3% |
| Q1 2023 | $377,146 | +4.6% | 5,112 | +0.1% | 0.06% | +1.7% |
| Q4 2022 | $360,695 | +12.0% | 5,107 | -0.6% | 0.06% | +7.1% |
| Q3 2022 | $322,000 | -15.5% | 5,137 | +2.3% | 0.06% | +1.8% |
| Q1 2022 | $381,000 | +14.8% | 5,020 | +15.6% | 0.06% | +22.2% |
| Q4 2021 | $332,000 | +7.4% | 4,343 | -0.4% | 0.04% | 0.0% |
| Q3 2021 | $309,000 | -1.6% | 4,362 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $314,000 | +14.6% | 4,362 | +9.6% | 0.04% | +4.7% |
| Q1 2021 | $274,000 | +24.5% | 3,981 | +12.7% | 0.04% | +4.9% |
| Q4 2020 | $220,000 | +27.2% | 3,533 | +6.8% | 0.04% | +2.5% |
| Q2 2020 | $173,000 | +71.3% | 3,308 | +51.6% | 0.04% | +42.9% |
| Q1 2020 | $101,000 | +741.7% | 2,182 | +1024.7% | 0.03% | +833.3% |
| Q4 2019 | $12,000 | +9.1% | 194 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 194 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $11,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | – | 194 | – | 0.00% | – |
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% |