ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 95 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,588,991 | +10.7% | 20,304 | -0.1% | 0.00% | – |
| Q4 2022 | $1,435,202 | -31.6% | 20,320 | -39.3% | 0.00% | -100.0% |
| Q3 2022 | $2,097,000 | +142.4% | 33,495 | +158.9% | 0.00% | – |
| Q2 2022 | $865,000 | -24.1% | 12,937 | -13.3% | 0.00% | – |
| Q4 2021 | $1,140,000 | -82.0% | 14,926 | -83.3% | 0.00% | -100.0% |
| Q3 2021 | $6,334,000 | +273.5% | 89,367 | +263.0% | 0.00% | – |
| Q1 2021 | $1,696,000 | +5.1% | 24,619 | -17.2% | 0.00% | – |
| Q3 2020 | $1,614,000 | +43.0% | 29,723 | +37.5% | 0.00% | – |
| Q2 2020 | $1,129,000 | +34.6% | 21,610 | +48.8% | 0.00% | – |
| Q3 2019 | $839,000 | -94.6% | 14,522 | -94.7% | 0.00% | -100.0% |
| Q2 2019 | $15,546,000 | +1247.1% | 274,434 | +1204.5% | 0.00% | – |
| Q1 2019 | $1,154,000 | -83.0% | 21,038 | -82.6% | 0.00% | -100.0% |
| Q3 2018 | $6,805,000 | +315.2% | 120,697 | +295.3% | 0.00% | +100.0% |
| Q2 2018 | $1,639,000 | -2.3% | 30,532 | +0.9% | 0.00% | 0.0% |
| Q4 2017 | $1,677,000 | -56.6% | 30,251 | -60.4% | 0.00% | -50.0% |
| Q1 2017 | $3,860,000 | -27.6% | 76,461 | -29.5% | 0.00% | -33.3% |
| Q4 2016 | $5,330,000 | +452.9% | 108,475 | +418.6% | 0.00% | – |
| Q3 2016 | $964,000 | -86.1% | 20,918 | -59.6% | 0.00% | -100.0% |
| Q2 2016 | $6,955,000 | +184.9% | 51,795 | +173.3% | 0.00% | +300.0% |
| Q1 2016 | $2,441,000 | -34.5% | 18,953 | -30.6% | 0.00% | 0.0% |
| Q4 2014 | $3,728,000 | +524.5% | 27,310 | +496.0% | 0.00% | – |
| Q3 2014 | $597,000 | -64.4% | 4,582 | -63.7% | 0.00% | -100.0% |
| Q2 2014 | $1,675,000 | -81.8% | 12,634 | -82.6% | 0.00% | -75.0% |
| Q1 2014 | $9,183,000 | +230.4% | 72,703 | +222.9% | 0.00% | +300.0% |
| Q4 2013 | $2,779,000 | -67.2% | 22,517 | -70.0% | 0.00% | -75.0% |
| Q3 2013 | $8,465,000 | +102.0% | 74,944 | +95.7% | 0.00% | +100.0% |
| Q2 2013 | $4,190,000 | – | 38,296 | – | 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% |