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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $770 | +18.8% | 10,321 | +24.6% | 0.06% | +77.8% |
| Q2 2023 | $648 | +11.3% | 8,285 | +0.5% | 0.04% | +44.0% |
| Q1 2023 | $582 | 0.0% | 8,242 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $582 | -99.9% | 8,242 | +0.5% | 0.02% | +8.7% |
| Q3 2022 | $513,000 | -6.2% | 8,198 | +0.2% | 0.02% | +9.5% |
| Q2 2022 | $547,000 | -11.8% | 8,182 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $620,000 | -0.2% | 8,166 | +0.4% | 0.02% | +23.5% |
| Q4 2021 | $621,000 | +8.0% | 8,131 | +0.2% | 0.02% | -5.6% |
| Q3 2021 | $575,000 | -1.2% | 8,117 | +0.3% | 0.02% | -5.3% |
| Q2 2021 | $582,000 | +18.1% | 8,094 | +13.2% | 0.02% | 0.0% |
| Q1 2021 | $493,000 | +9.3% | 7,153 | -1.3% | 0.02% | 0.0% |
| Q4 2020 | $451,000 | – | 7,248 | – | 0.02% | – |
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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% |