ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 740,195 | $52,465,000 | 31.12% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 212,395 | $15,055,000 | 11.16% |
| Financial Council Asset Management Inc | 109,905 | $7,790,000 | 10.99% |
| COREPATH WEALTH PARTNERS LLC | 190,426 | $13,713,000 | 10.53% |
| ASPIRIANT, LLC | 2,500,469 | $177,195,000 | 10.41% |
| SIGNATUREFD, LLC | 3,558,773 | $252,246,000 | 8.71% |
| ForthRight Wealth Management, LLC | 200,306 | $14,198,000 | 8.62% |
| HANTZ FINANCIAL SERVICES, INC. | 310,599 | $22,015,000 | 7.05% |
| Madison Wealth Partners, Inc | 165,382 | $11,722,000 | 6.61% |
| Petix & Botte Co | 250,175 | $17,731,000 | 6.01% |