ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,638 | -4.7% | 3,587 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $280,693 | +6.5% | 3,587 | +0.4% | 0.04% | +4.8% |
| Q1 2023 | $263,662 | +5.0% | 3,574 | +0.5% | 0.04% | +5.0% |
| Q4 2022 | $251,179 | +13.7% | 3,556 | +0.6% | 0.04% | +5.3% |
| Q3 2022 | $221,000 | -6.0% | 3,535 | +0.7% | 0.04% | -2.6% |
| Q2 2022 | $235,000 | -11.3% | 3,509 | +0.4% | 0.04% | -4.9% |
| Q1 2022 | $265,000 | 0.0% | 3,494 | +0.5% | 0.04% | -12.8% |
| Q4 2021 | $265,000 | +8.2% | 3,477 | +0.5% | 0.05% | +11.9% |
| Q3 2021 | $245,000 | -0.8% | 3,459 | +0.6% | 0.04% | +7.7% |
| Q2 2021 | $247,000 | +4.7% | 3,438 | +0.4% | 0.04% | 0.0% |
| Q1 2021 | $236,000 | +11.3% | 3,426 | +0.5% | 0.04% | +8.3% |
| Q4 2020 | $212,000 | -49.6% | 3,409 | -49.0% | 0.04% | -50.0% |
| Q4 2019 | $421,000 | +9.1% | 6,686 | 0.0% | 0.07% | +16.1% |
| Q3 2019 | $386,000 | – | 6,686 | – | 0.06% | – |
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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% |