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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $31 | +14.8% | 365 | 0.0% | 0.00% | – |
Q3 2023 | $27 | -6.9% | 365 | 0.0% | 0.00% | -100.0% |
Q2 2023 | $29 | +7.4% | 365 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $27 | +3.8% | 365 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $26 | -99.9% | 365 | 0.0% | 0.00% | – |
Q3 2022 | $23,000 | -4.2% | 365 | 0.0% | 0.00% | – |
Q2 2022 | $24,000 | -14.3% | 365 | 0.0% | 0.00% | – |
Q1 2022 | $28,000 | +460.0% | 365 | +386.7% | 0.00% | – |
Q3 2021 | $5,000 | -64.3% | 75 | -62.5% | 0.00% | – |
Q2 2021 | $14,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q1 2021 | $14,000 | +180.0% | 200 | +166.7% | 0.00% | – |
Q4 2020 | $5,000 | – | 75 | – | 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% |