ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 299 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,484 | -9.8% | 3,464 | -5.4% | 0.03% | -5.7% |
| Q2 2023 | $286,510 | -7.7% | 3,661 | -13.0% | 0.04% | -16.7% |
| Q1 2023 | $310,540 | -5.0% | 4,209 | -9.0% | 0.04% | -8.7% |
| Q4 2022 | $326,734 | -21.3% | 4,626 | -30.2% | 0.05% | -28.1% |
| Q3 2022 | $415,000 | -7.0% | 6,631 | -0.6% | 0.06% | -4.5% |
| Q2 2022 | $446,000 | -13.4% | 6,668 | -1.7% | 0.07% | -5.6% |
| Q1 2022 | $515,000 | -2.3% | 6,782 | -1.8% | 0.07% | 0.0% |
| Q4 2021 | $527,000 | +5.0% | 6,903 | -2.5% | 0.07% | -2.7% |
| Q3 2021 | $502,000 | -2.5% | 7,083 | -2.1% | 0.07% | -5.2% |
| Q2 2021 | $515,000 | +3.4% | 7,232 | 0.0% | 0.08% | -2.5% |
| Q1 2021 | $498,000 | +10.7% | 7,232 | -0.2% | 0.08% | -1.2% |
| Q4 2020 | $450,000 | +19.0% | 7,243 | +3.9% | 0.08% | +5.3% |
| Q3 2020 | $378,000 | 0.0% | 6,968 | -3.7% | 0.08% | -7.3% |
| Q2 2020 | $378,000 | +14.9% | 7,232 | +1.6% | 0.08% | -6.8% |
| Q1 2020 | $329,000 | – | 7,117 | – | 0.09% | – |
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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% |