ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,980 | +265.0% | 777 | +282.8% | 0.00% | – |
| Q2 2023 | $15,887 | +368.1% | 203 | +341.3% | 0.00% | – |
| Q1 2023 | $3,394 | -98.4% | 46 | -98.5% | 0.00% | -100.0% |
| Q4 2022 | $210,548 | +4.2% | 2,981 | -7.7% | 0.01% | +20.0% |
| Q3 2022 | $202,000 | +31.2% | 3,229 | +40.1% | 0.01% | +25.0% |
| Q2 2022 | $154,000 | +4.8% | 2,305 | +19.0% | 0.00% | 0.0% |
| Q1 2022 | $147,000 | – | 1,937 | – | 0.00% | – |
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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% |