ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,662,997 | -5.3% | 183,101 | -0.7% | 0.04% | -2.6% |
| Q2 2023 | $14,426,527 | +2.6% | 184,341 | -3.2% | 0.04% | +8.6% |
| Q1 2023 | $14,054,426 | +93452.7% | 190,491 | -10.4% | 0.04% | -12.5% |
| Q4 2022 | $15,023 | -99.9% | 212,701 | +5.2% | 0.04% | +8.1% |
| Q3 2022 | $12,657,000 | -11.0% | 202,158 | -5.0% | 0.04% | -5.1% |
| Q2 2022 | $14,226,000 | -11.2% | 212,699 | +0.7% | 0.04% | -2.5% |
| Q1 2022 | $16,029,000 | -3.9% | 211,263 | -3.3% | 0.04% | +2.6% |
| Q4 2021 | $16,683,000 | +10.1% | 218,530 | +2.2% | 0.04% | 0.0% |
| Q3 2021 | $15,150,000 | -2.3% | 213,745 | -0.8% | 0.04% | -2.5% |
| Q2 2021 | $15,511,000 | +6.0% | 215,551 | +1.5% | 0.04% | -2.4% |
| Q1 2021 | $14,627,000 | +12.2% | 212,291 | +1.3% | 0.04% | +5.1% |
| Q4 2020 | $13,034,000 | +31.2% | 209,578 | +14.6% | 0.04% | +14.7% |
| Q3 2020 | $9,931,000 | +9.3% | 182,933 | +5.1% | 0.03% | 0.0% |
| Q2 2020 | $9,089,000 | +33.5% | 174,025 | +18.1% | 0.03% | +9.7% |
| Q1 2020 | $6,807,000 | +81.3% | 147,412 | +147.5% | 0.03% | +138.5% |
| Q4 2019 | $3,754,000 | +233.4% | 59,567 | +205.9% | 0.01% | +225.0% |
| Q3 2019 | $1,126,000 | +383.3% | 19,474 | +374.2% | 0.00% | +300.0% |
| Q2 2019 | $233,000 | +2.6% | 4,107 | -0.7% | 0.00% | 0.0% |
| Q1 2019 | $227,000 | -88.8% | 4,138 | -90.0% | 0.00% | -92.9% |
| Q4 2018 | $2,031,000 | – | 41,367 | – | 0.01% | – |
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% |