ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 91 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $827,908 | -4.7% | 11,095 | 0.0% | 0.04% | -4.3% |
Q2 2023 | $868,295 | +6.1% | 11,095 | 0.0% | 0.05% | -9.6% |
Q1 2023 | $818,590 | +4.5% | 11,095 | 0.0% | 0.05% | 0.0% |
Q4 2022 | $783,641 | +14.6% | 11,095 | +1.6% | 0.05% | +4.0% |
Q3 2022 | $684,000 | -6.3% | 10,922 | 0.0% | 0.05% | 0.0% |
Q2 2022 | $730,000 | -15.8% | 10,922 | -4.4% | 0.05% | -5.7% |
Q1 2022 | $867,000 | -0.6% | 11,422 | 0.0% | 0.05% | +3.9% |
Q4 2021 | $872,000 | +18.5% | 11,422 | +9.9% | 0.05% | +8.5% |
Q3 2021 | $736,000 | -1.6% | 10,389 | 0.0% | 0.05% | -4.1% |
Q2 2021 | $748,000 | +4.5% | 10,389 | 0.0% | 0.05% | -2.0% |
Q1 2021 | $716,000 | +10.8% | 10,389 | 0.0% | 0.05% | 0.0% |
Q4 2020 | $646,000 | +14.5% | 10,389 | 0.0% | 0.05% | 0.0% |
Q3 2020 | $564,000 | +3.9% | 10,389 | 0.0% | 0.05% | -2.0% |
Q2 2020 | $543,000 | +13.1% | 10,389 | 0.0% | 0.05% | -5.6% |
Q1 2020 | $480,000 | -26.7% | 10,389 | 0.0% | 0.05% | -6.9% |
Q4 2019 | $655,000 | +9.2% | 10,389 | 0.0% | 0.06% | 0.0% |
Q3 2019 | $600,000 | +1.9% | 10,389 | 0.0% | 0.06% | -3.3% |
Q2 2019 | $589,000 | +3.3% | 10,389 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $570,000 | +11.8% | 10,389 | 0.0% | 0.06% | 0.0% |
Q4 2018 | $510,000 | -13.0% | 10,389 | 0.0% | 0.06% | -11.8% |
Q3 2018 | $586,000 | -48.6% | 10,389 | -51.2% | 0.07% | -6.8% |
Q2 2018 | $1,141,000 | +97.1% | 21,268 | +95.2% | 0.07% | -56.0% |
Q1 2018 | $579,000 | +62.2% | 10,894 | +288.5% | 0.17% | -6.7% |
Q4 2015 | $357,000 | – | 2,804 | – | 0.18% | – |
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% |