ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,134 | +18.9% | 101 | -9.0% | 0.00% | -66.7% |
| Q2 2019 | $6,000 | -97.2% | 111 | -93.3% | 0.00% | -97.5% |
| Q1 2016 | $218,000 | +407.0% | 1,647 | +414.7% | 0.12% | +348.1% |
| Q4 2013 | $43,000 | +13.2% | 320 | +7.0% | 0.03% | -6.9% |
| Q3 2013 | $38,000 | +15.2% | 299 | 0.0% | 0.03% | +16.0% |
| Q2 2013 | $33,000 | +32.0% | 299 | +30.6% | 0.02% | -7.4% |
| Q1 2013 | $25,000 | -71.9% | 229 | -75.3% | 0.03% | -75.0% |
| Q4 2012 | $89,000 | – | 929 | – | 0.11% | – |
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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% |