ASPIRIANT, LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 118 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ASPIRIANT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,730,062
-0.7%
84,727
+3.4%
0.65%
+0.5%
Q2 2023$12,815,462
+9.1%
81,945
+3.2%
0.65%
+5.4%
Q1 2023$11,744,513
+34.0%
79,387
+25.2%
0.62%
+37.6%
Q4 2022$8,761,834
+7.7%
63,425
-1.3%
0.45%
+12.3%
Q3 2022$8,139,000
+12.9%
64,291
+22.1%
0.40%
+14.4%
Q2 2022$7,208,000
-10.1%
52,674
+7.3%
0.35%
-21.1%
Q1 2022$8,016,000
+57.1%
49,093
+67.5%
0.44%
+61.5%
Q4 2021$5,101,000
+29.2%
29,313
+22.1%
0.27%
+17.7%
Q3 2021$3,947,000
+7.0%
24,014
+8.0%
0.23%
+11.0%
Q2 2021$3,688,000
+18.4%
22,233
+11.3%
0.21%
+5.0%
Q1 2021$3,115,000
+55.3%
19,972
+48.1%
0.20%
+45.3%
Q4 2020$2,006,000
+66.6%
13,482
+46.9%
0.14%
+45.7%
Q3 2020$1,204,000
+49.8%
9,179
+37.9%
0.09%
+25.3%
Q2 2020$804,0006,6580.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders