ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $25,000 | +8.7% | 324 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 324 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | -37.8% | 324 | -38.9% | 0.01% | -45.5% |
| Q1 2021 | $37,000 | +12.1% | 530 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $33,000 | +13.8% | 530 | 0.0% | 0.01% | +66.7% |
| Q3 2020 | $29,000 | +3.6% | 530 | 0.0% | 0.01% | -45.5% |
| Q2 2020 | $28,000 | -3.4% | 530 | -15.3% | 0.01% | -21.4% |
| Q1 2020 | $29,000 | -78.8% | 626 | -71.2% | 0.01% | -74.5% |
| Q4 2019 | $137,000 | -79.5% | 2,174 | -81.2% | 0.06% | -75.9% |
| Q3 2019 | $668,000 | -55.2% | 11,551 | -56.1% | 0.23% | -61.7% |
| Q2 2019 | $1,490,000 | -3.2% | 26,303 | -6.3% | 0.60% | -7.6% |
| Q1 2019 | $1,539,000 | -9.5% | 28,074 | -19.0% | 0.64% | -22.9% |
| Q4 2018 | $1,701,000 | – | 34,642 | – | 0.84% | – |
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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% |