ACG Wealth - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
ACG Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$167,000
-44.7%
2,495
-53.2%
0.03%
-17.1%
Q2 2019$302,000
+46.6%
5,332
+42.0%
0.04%
+46.4%
Q1 2019$206,000
-7.6%
3,754
-5.1%
0.03%
-6.7%
Q3 2018$223,0003,9550.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 726,403$45,175,00015.75%
COREPATH WEALTH PARTNERS LLC 146,052$9,153,0009.54%
ForthRight Wealth Management, LLC 193,762$12,050,0009.47%
ASPIRIANT, LLC 2,182,430$135,719,0009.26%
Wealth Advisors of Iowa, LLC 191,001$11,878,0007.36%
HANTZ FINANCIAL SERVICES, INC. 288,273$17,928,0006.17%
Petix & Botte Co 102,903$6,400,0004.79%
HighMark Wealth Management LLC 82,196$5,106,0004.39%
Fortis Advisors, LLC 70,374$4,377,0003.86%
Windsor Wealth Management, Inc. 243,160$15,122,0003.85%
View complete list of ISHARES TR shareholders