ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 209 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $284,000 | -33.3% | 6,140 | -9.3% | 0.19% | +33.6% |
| Q4 2019 | $426,000 | +5.4% | 6,767 | -3.1% | 0.14% | -16.7% |
| Q3 2019 | $404,000 | -5.2% | 6,985 | -7.1% | 0.17% | 0.0% |
| Q2 2019 | $426,000 | -11.2% | 7,518 | -14.1% | 0.17% | -7.7% |
| Q1 2019 | $480,000 | +12.7% | 8,752 | +0.8% | 0.18% | -21.6% |
| Q4 2018 | $426,000 | -48.1% | 8,686 | -40.4% | 0.23% | -40.5% |
| Q3 2018 | $821,000 | +9.6% | 14,570 | +4.4% | 0.39% | +10.5% |
| Q2 2018 | $749,000 | +25.9% | 13,951 | +24.5% | 0.35% | +23.9% |
| Q1 2018 | $595,000 | – | 11,210 | – | 0.28% | – |
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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% |