ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $226,439 | +3.5% | 3,069 | -1.0% | 0.02% | -9.5% |
| Q4 2022 | $218,850 | +5.7% | 3,099 | +0.0% | 0.02% | -12.5% |
| Q2 2022 | $207,000 | -17.9% | 3,098 | -6.6% | 0.02% | -7.7% |
| Q1 2022 | $252,000 | +12.5% | 3,317 | +13.1% | 0.03% | +13.0% |
| Q4 2021 | $224,000 | +7.7% | 2,932 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $208,000 | -1.4% | 2,932 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $211,000 | +4.5% | 2,932 | +0.0% | 0.02% | 0.0% |
| Q1 2021 | $202,000 | +5.8% | 2,931 | -13.5% | 0.02% | -51.2% |
| Q3 2018 | $191,000 | -13.2% | 3,390 | -18.3% | 0.04% | -17.3% |
| Q1 2018 | $220,000 | +4.8% | 4,148 | +9.3% | 0.05% | +2.0% |
| Q4 2017 | $210,000 | +32.1% | 3,794 | +24.8% | 0.05% | +24.4% |
| Q3 2017 | $159,000 | +6.0% | 3,040 | +3.4% | 0.04% | -2.4% |
| Q2 2017 | $150,000 | – | 2,940 | – | 0.04% | – |
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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% |