ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | -100.0% |
Q1 2020 | $1,000 | -80.0% | 17 | -80.2% | 0.00% | -50.0% |
Q4 2019 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 86 | 0.0% | 0.00% | -33.3% |
Q1 2019 | $5,000 | +150.0% | 86 | +104.8% | 0.00% | +200.0% |
Q4 2018 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $2,000 | -84.6% | 42 | -58.0% | 0.00% | -90.0% |
Q1 2014 | $13,000 | +8.3% | 100 | 0.0% | 0.01% | +25.0% |
Q4 2013 | $12,000 | +9.1% | 100 | 0.0% | 0.01% | -11.1% |
Q3 2013 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | -25.0% |
Q2 2013 | $11,000 | – | 100 | – | 0.01% | – |
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% |