ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 218 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,993 | -87.8% | 1,072 | -87.2% | 0.00% | -86.4% |
| Q2 2023 | $657,854 | +37066.9% | 8,406 | -65.0% | 0.02% | -60.7% |
| Q1 2023 | $1,770 | +109.0% | 23,994 | +100.1% | 0.06% | +60.0% |
| Q4 2022 | $847 | – | 11,990 | +171185.7% | 0.04% | – |
| Q3 2022 | $0 | -100.0% | 7 | -98.6% | 0.00% | – |
| Q1 2022 | $38,000 | +375.0% | 506 | +347.8% | 0.00% | – |
| Q2 2021 | $8,000 | -46.7% | 113 | -54.4% | 0.00% | – |
| Q4 2020 | $15,000 | +200.0% | 248 | +148.0% | 0.00% | – |
| Q2 2020 | $5,000 | -99.7% | 100 | -99.6% | 0.00% | -100.0% |
| Q3 2019 | $1,511,000 | +6469.6% | 26,142 | +6276.1% | 0.10% | +5100.0% |
| Q2 2019 | $23,000 | -97.7% | 410 | -97.7% | 0.00% | -96.7% |
| Q1 2019 | $998,000 | +310.7% | 18,218 | +323.0% | 0.06% | +238.9% |
| Q3 2018 | $243,000 | -83.9% | 4,307 | -84.6% | 0.02% | -78.6% |
| Q2 2018 | $1,505,000 | +78.7% | 28,039 | +76.9% | 0.08% | +16.7% |
| Q1 2018 | $842,000 | +4331.6% | 15,846 | +3736.8% | 0.07% | +3500.0% |
| Q3 2016 | $19,000 | – | 413 | – | 0.00% | – |
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% |