ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 82 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,578 | -53.3% | 2,755 | -51.0% | 0.00% | -71.4% |
| Q2 2023 | $440,213 | +67.4% | 5,625 | +51.4% | 0.01% | -12.5% |
| Q3 2021 | $263,000 | +1.9% | 3,716 | -16.9% | 0.01% | +300.0% |
| Q3 2019 | $258,000 | -91.9% | 4,471 | -92.7% | 0.00% | -99.3% |
| Q3 2017 | $3,199,000 | +1084.8% | 61,105 | +2656.2% | 0.29% | -31.1% |
| Q3 2015 | $270,000 | +20.0% | 2,217 | +32.8% | 0.42% | +83.5% |
| Q1 2015 | $225,000 | – | 1,670 | – | 0.23% | – |
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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% |