ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 264 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132 | -7.0% | 1,765 | -2.9% | 0.01% | -12.5% |
| Q2 2023 | $142 | -39.8% | 1,818 | -43.0% | 0.01% | -38.5% |
| Q1 2023 | $236 | -92.8% | 3,188 | -93.1% | 0.01% | -93.5% |
| Q4 2022 | $3,270 | -99.9% | 46,298 | +6.3% | 0.20% | +6.4% |
| Q3 2022 | $2,727,000 | -6.8% | 43,565 | -0.4% | 0.19% | -7.4% |
| Q2 2022 | $2,927,000 | -11.8% | 43,760 | +0.1% | 0.20% | -3.3% |
| Q1 2022 | $3,317,000 | +4.6% | 43,716 | +5.3% | 0.21% | +9.4% |
| Q4 2021 | $3,171,000 | +16.2% | 41,529 | +7.9% | 0.19% | +7.3% |
| Q3 2021 | $2,729,000 | +27.3% | 38,499 | +29.3% | 0.18% | +24.3% |
| Q2 2021 | $2,143,000 | +54.0% | 29,783 | +47.4% | 0.14% | +50.0% |
| Q1 2021 | $1,392,000 | +81.0% | 20,200 | +63.3% | 0.10% | +41.2% |
| Q4 2020 | $769,000 | +355.0% | 12,368 | +297.9% | 0.07% | +325.0% |
| Q3 2020 | $169,000 | +4.3% | 3,108 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $162,000 | +12.5% | 3,108 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $144,000 | -26.5% | 3,108 | 0.0% | 0.02% | -5.3% |
| Q4 2019 | $196,000 | 0.0% | 3,108 | -8.5% | 0.02% | -9.5% |
| Q3 2019 | $196,000 | +2.1% | 3,396 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $192,000 | +3.2% | 3,396 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $186,000 | +11.4% | 3,396 | 0.0% | 0.02% | -4.5% |
| Q4 2018 | $167,000 | -99.9% | 3,396 | -50.0% | 0.02% | 0.0% |
| Q3 2018 | $191,657,000 | +105206.0% | 6,792 | +100.0% | 0.02% | 0.0% |
| Q2 2018 | $182,000 | +1.1% | 3,396 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $180,000 | -4.3% | 3,396 | 0.0% | 0.02% | -8.3% |
| Q4 2017 | $188,000 | +5.6% | 3,396 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $178,000 | -99.9% | 3,396 | 0.0% | 0.02% | -4.0% |
| Q2 2017 | $172,992,000 | +0.9% | 3,396 | 0.0% | 0.02% | -7.4% |
| Q1 2017 | $171,430,000 | +102552.7% | 3,396 | 0.0% | 0.03% | -6.9% |
| Q4 2016 | $167,000 | – | 3,396 | – | 0.03% | – |
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% |