ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,375,024 | +5.6% | 18,427 | +10.8% | 0.02% | 0.0% |
| Q2 2023 | $1,302,104 | +1.5% | 16,638 | -4.6% | 0.02% | -6.2% |
| Q1 2023 | $1,282,555 | -5.6% | 17,436 | -31.1% | 0.02% | -56.8% |
| Q4 2022 | $1,358,433 | +45.9% | 25,299 | +70.1% | 0.04% | +146.7% |
| Q3 2022 | $931,000 | -0.5% | 14,874 | +6.2% | 0.02% | -6.2% |
| Q2 2022 | $936,000 | -35.0% | 14,005 | -26.2% | 0.02% | -30.4% |
| Q1 2022 | $1,441,000 | +9.2% | 18,988 | +9.9% | 0.02% | +15.0% |
| Q4 2021 | $1,319,000 | +168.1% | 17,275 | +149.0% | 0.02% | +66.7% |
| Q3 2021 | $492,000 | -15.9% | 6,937 | -14.7% | 0.01% | -25.0% |
| Q2 2021 | $585,000 | +4.5% | 8,129 | +0.0% | 0.02% | -5.9% |
| Q1 2021 | $560,000 | -22.9% | 8,127 | -30.4% | 0.02% | -29.2% |
| Q4 2020 | $726,000 | +151.2% | 11,673 | +119.7% | 0.02% | +140.0% |
| Q3 2020 | $289,000 | -4.0% | 5,314 | -7.6% | 0.01% | -16.7% |
| Q2 2020 | $301,000 | -96.1% | 5,754 | +3660.8% | 0.01% | +1100.0% |
| Q2 2017 | $7,786,000 | – | 153 | – | 0.00% | – |
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% |