ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $276,518 | +13.0% | 3,279 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $244,679 | -4.7% | 3,279 | 0.0% | 0.03% | -3.0% |
| Q2 2023 | $256,615 | +6.1% | 3,279 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $241,925 | +4.5% | 3,279 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $231,596 | +12.8% | 3,279 | 0.0% | 0.03% | +3.1% |
| Q3 2022 | $205,298 | -7.5% | 3,279 | -1.1% | 0.03% | 0.0% |
| Q2 2022 | $221,841 | -11.8% | 3,317 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $251,661 | -0.6% | 3,317 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $253,220 | +1884.8% | 3,317 | +1742.8% | 0.03% | +1450.0% |
| Q3 2021 | $12,758 | -1.5% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,953 | +4.4% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,402 | +10.8% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,194 | +14.6% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,772 | +3.9% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,401 | +13.1% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,312 | -26.7% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,344 | +9.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,404 | +2.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,197 | +3.3% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,869 | +11.7% | 180 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $8,836 | -12.9% | 180 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $10,148 | +5.0% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,662 | +1.0% | 180 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $9,562 | -4.1% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,972 | +5.8% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,423 | +2.8% | 180 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,169 | +0.9% | 180 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $9,086 | +2.7% | 180 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,844 | +6.6% | 180 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,298 | +3.0% | 180 | +200.0% | 0.00% | 0.0% |
| Q2 2016 | $8,056 | +4.3% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,724 | – | 60 | – | 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% |