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 | $75,188 | -4.7% | 1,007 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $78,856 | +6.5% | 1,007 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $74,071 | -3.2% | 1,003 | -7.4% | 0.01% | -16.7% |
| Q4 2022 | $76,496 | +0.7% | 1,083 | -11.4% | 0.01% | 0.0% |
| Q3 2022 | $76,000 | +7.0% | 1,223 | +14.5% | 0.01% | -14.3% |
| Q2 2022 | $71,000 | -16.5% | 1,068 | -5.2% | 0.01% | 0.0% |
| Q1 2022 | $85,000 | 0.0% | 1,127 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $85,000 | -6.6% | 1,122 | -12.9% | 0.01% | -12.5% |
| Q3 2021 | $91,000 | -21.6% | 1,288 | -20.4% | 0.01% | -33.3% |
| Q2 2021 | $116,000 | +4.5% | 1,619 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $111,000 | +8.8% | 1,614 | -1.8% | 0.01% | -7.7% |
| Q4 2020 | $102,000 | -2.9% | 1,644 | -15.0% | 0.01% | -13.3% |
| Q3 2020 | $105,000 | -24.5% | 1,935 | -27.7% | 0.02% | -31.8% |
| Q2 2020 | $139,000 | +4533.3% | 2,676 | +3375.3% | 0.02% | +2100.0% |
| Q1 2020 | $3,000 | -25.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | -63.6% | 77 | -61.3% | 0.00% | -50.0% |
| Q3 2019 | $11,000 | – | 199 | – | 0.00% | – |
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% |