ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $113,395 | -4.7% | 1,519 | 0.0% | 0.01% | -10.0% |
| Q2 2023 | $118,927 | +6.4% | 1,519 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $111,818 | +372626.7% | 1,515 | +260.7% | 0.01% | +233.3% |
| Q4 2022 | $30 | -99.9% | 420 | +5.0% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $27,000 | -90.3% | 400 | -89.1% | 0.00% | -88.0% |
| Q1 2022 | $278,000 | 0.0% | 3,660 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $278,000 | +892.9% | 3,644 | +811.0% | 0.02% | +733.3% |
| Q3 2021 | $28,000 | -3.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +12.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 400 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $21,000 | +16.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -28.0% | 400 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $25,000 | +8.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | – | 400 | – | 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% |