ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 264 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $301,000 | -15.9% | 4,498 | -4.8% | 0.03% | -3.6% |
| Q1 2022 | $358,000 | -0.8% | 4,724 | 0.0% | 0.03% | +3.7% |
| Q4 2021 | $361,000 | -48.2% | 4,724 | -51.9% | 0.03% | -52.6% |
| Q3 2021 | $697,000 | -10.4% | 9,830 | -9.1% | 0.06% | -10.9% |
| Q2 2021 | $778,000 | +4.0% | 10,816 | -0.4% | 0.06% | 0.0% |
| Q1 2021 | $748,000 | +484.4% | 10,859 | +433.1% | 0.06% | +113.3% |
| Q4 2019 | $128,000 | -93.0% | 2,037 | -93.7% | 0.03% | -93.9% |
| Q2 2019 | $1,832,000 | +9.0% | 32,339 | +5.5% | 0.49% | +4.4% |
| Q1 2019 | $1,681,000 | +14.7% | 30,666 | +2.8% | 0.47% | -2.5% |
| Q4 2018 | $1,465,000 | -1.2% | 29,834 | +13.4% | 0.48% | +10.0% |
| Q3 2018 | $1,483,000 | +32.6% | 26,300 | +26.3% | 0.44% | +22.2% |
| Q2 2018 | $1,118,000 | +51.5% | 20,822 | +49.9% | 0.36% | +49.4% |
| Q1 2018 | $738,000 | -0.4% | 13,892 | +3.9% | 0.24% | -5.5% |
| Q4 2017 | $741,000 | +16.1% | 13,372 | +9.7% | 0.26% | +4.1% |
| Q3 2017 | $638,000 | +161.5% | 12,194 | +154.6% | 0.24% | +126.9% |
| Q2 2017 | $244,000 | – | 4,789 | – | 0.11% | – |
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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% |