ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,547 | -4.7% | 5,140 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $402,256 | +6.1% | 5,140 | 0.0% | 0.04% | -2.3% |
| Q1 2023 | $379,229 | +4.5% | 5,140 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $363,038 | +12.7% | 5,140 | 0.0% | 0.04% | +4.8% |
| Q3 2022 | $322,000 | -6.4% | 5,140 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $344,000 | -11.8% | 5,140 | 0.0% | 0.04% | +7.7% |
| Q1 2022 | $390,000 | -0.5% | 5,140 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $392,000 | +7.7% | 5,140 | 0.0% | 0.04% | -4.9% |
| Q3 2021 | $364,000 | -1.6% | 5,140 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $370,000 | +4.5% | 5,140 | 0.0% | 0.04% | +5.0% |
| Q1 2021 | $354,000 | +10.6% | 5,140 | 0.0% | 0.04% | +5.3% |
| Q4 2020 | $320,000 | +14.7% | 5,140 | 0.0% | 0.04% | -2.6% |
| Q3 2020 | $279,000 | +4.1% | 5,140 | 0.0% | 0.04% | -4.9% |
| Q2 2020 | $268,000 | +13.1% | 5,140 | 0.0% | 0.04% | -8.9% |
| Q1 2020 | $237,000 | -26.9% | 5,140 | 0.0% | 0.04% | -2.2% |
| Q4 2019 | $324,000 | +9.1% | 5,140 | 0.0% | 0.05% | -2.1% |
| Q3 2019 | $297,000 | +2.1% | 5,140 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $291,000 | +3.2% | 5,140 | 0.0% | 0.05% | +4.4% |
| Q1 2019 | $282,000 | +11.9% | 5,140 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $252,000 | -13.1% | 5,140 | 0.0% | 0.04% | -10.0% |
| Q3 2018 | $290,000 | +6.2% | 5,140 | 0.0% | 0.05% | +11.1% |
| Q1 2018 | $273,000 | – | 5,140 | – | 0.04% | – |
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% |