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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $282,704 | +6.1% | 3,612 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $266,521 | -95.8% | 3,612 | -96.4% | 0.01% | -92.5% |
| Q4 2020 | $6,285,000 | +16.3% | 101,069 | +1.5% | 0.09% | -6.1% |
| Q3 2020 | $5,405,000 | +3.5% | 99,557 | -0.4% | 0.10% | -3.9% |
| Q2 2020 | $5,222,000 | +39.5% | 99,972 | +23.3% | 0.10% | -10.4% |
| Q1 2020 | $3,744,000 | +27.4% | 81,063 | +73.8% | 0.12% | +29.2% |
| Q4 2019 | $2,939,000 | +62.2% | 46,632 | +48.7% | 0.09% | +20.3% |
| Q3 2019 | $1,812,000 | – | 31,353 | – | 0.07% | – |
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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% |