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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,516,294 | -0.0% | 32,153 | -19.5% | 0.00% | -75.0% |
| Q4 2019 | $2,517,000 | -84.8% | 39,938 | -86.1% | 0.00% | -85.2% |
| Q3 2019 | $16,550,000 | +3713.4% | 286,336 | +3634.7% | 0.03% | +2600.0% |
| Q2 2019 | $434,000 | -93.4% | 7,667 | -93.4% | 0.00% | -92.3% |
| Q3 2018 | $6,571,000 | +13.0% | 116,544 | +7.6% | 0.01% | -7.1% |
| Q2 2018 | $5,816,000 | +32.6% | 108,353 | +31.2% | 0.01% | +27.3% |
| Q1 2018 | $4,387,000 | -72.0% | 82,585 | -70.8% | 0.01% | -75.6% |
| Q4 2017 | $15,688,000 | +79.5% | 283,178 | +69.6% | 0.04% | +60.7% |
| Q3 2017 | $8,738,000 | +30.8% | 166,921 | +27.3% | 0.03% | +21.7% |
| Q2 2017 | $6,678,000 | -64.9% | 131,102 | -65.2% | 0.02% | -72.9% |
| Q1 2017 | $19,021,000 | +94.2% | 376,812 | +89.0% | 0.08% | +97.7% |
| Q4 2016 | $9,797,000 | +756.4% | 199,387 | +703.6% | 0.04% | +760.0% |
| Q3 2016 | $1,144,000 | -55.1% | 24,813 | +30.8% | 0.01% | -61.5% |
| Q2 2016 | $2,546,000 | -73.5% | 18,963 | -74.6% | 0.01% | -75.9% |
| Q1 2016 | $9,617,000 | +670.0% | 74,704 | +627.6% | 0.05% | +575.0% |
| Q3 2015 | $1,249,000 | -68.6% | 10,267 | -65.2% | 0.01% | -69.2% |
| Q2 2015 | $3,972,000 | -75.8% | 29,463 | -75.8% | 0.03% | -79.5% |
| Q1 2015 | $16,433,000 | +182.8% | 121,782 | +186.0% | 0.13% | +188.6% |
| Q4 2014 | $5,811,000 | +2152.3% | 42,578 | +2055.8% | 0.04% | +1366.7% |
| Q3 2014 | $258,000 | – | 1,975 | – | 0.00% | – |
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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% |