ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $603,303 | -7.9% | 8,085 | -3.4% | 0.01% | +10.0% |
| Q2 2023 | $654,801 | +103018.3% | 8,367 | -2.9% | 0.01% | -9.1% |
| Q1 2023 | $635 | -26.7% | 8,613 | -29.7% | 0.01% | -35.3% |
| Q4 2022 | $866 | -99.9% | 12,255 | +3.3% | 0.02% | 0.0% |
| Q3 2022 | $743,000 | +0.1% | 11,864 | +6.9% | 0.02% | +6.2% |
| Q2 2022 | $742,000 | -13.4% | 11,095 | -1.7% | 0.02% | 0.0% |
| Q1 2022 | $857,000 | +162.1% | 11,291 | +114.9% | 0.02% | +100.0% |
| Q4 2021 | $327,000 | +4.8% | 5,255 | +16.0% | 0.01% | +14.3% |
| Q1 2021 | $312,000 | -4.6% | 4,529 | -13.8% | 0.01% | -12.5% |
| Q4 2020 | $327,000 | +62.7% | 5,255 | +42.3% | 0.01% | +33.3% |
| Q3 2020 | $201,000 | -91.2% | 3,694 | -89.8% | 0.01% | -90.9% |
| Q4 2019 | $2,272,000 | +285.1% | 36,053 | +199.9% | 0.07% | +187.0% |
| Q4 2018 | $590,000 | – | 12,020 | – | 0.02% | – |
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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% |