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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $305,000 | +4.1% | 5,624 | +0.2% | 0.02% | -42.5% |
| Q2 2020 | $293,000 | +13.6% | 5,613 | +0.4% | 0.04% | -2.4% |
| Q1 2020 | $258,000 | -62.9% | 5,593 | -49.3% | 0.04% | -58.6% |
| Q4 2019 | $696,000 | +4.7% | 11,039 | -4.0% | 0.10% | -10.0% |
| Q3 2019 | $665,000 | -98.3% | 11,504 | -98.3% | 0.11% | -98.8% |
| Q2 2019 | $39,037,000 | +65.1% | 689,098 | +59.8% | 9.23% | +75.7% |
| Q1 2019 | $23,638,000 | +45.6% | 431,110 | +30.4% | 5.25% | -7.3% |
| Q4 2018 | $16,234,000 | -32.0% | 330,699 | -21.9% | 5.67% | -24.1% |
| Q3 2018 | $23,875,000 | +5.0% | 423,459 | -0.1% | 7.47% | +4.1% |
| Q2 2018 | $22,744,000 | +1.9% | 423,697 | +0.8% | 7.18% | -4.1% |
| Q1 2018 | $22,330,000 | -0.9% | 420,367 | +3.1% | 7.48% | +24.1% |
| Q4 2017 | $22,543,000 | +15.1% | 407,909 | +9.0% | 6.03% | -19.2% |
| Q3 2017 | $19,588,000 | – | 374,171 | – | 7.46% | – |
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% |