ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,483 | +719.1% | 1,427 | +744.4% | 0.01% | +800.0% |
| Q1 2022 | $13,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | -50.0% | 169 | -59.2% | 0.00% | -66.7% |
| Q4 2020 | $26,000 | +18.2% | 414 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | -48.8% | 414 | -49.9% | 0.00% | -50.0% |
| Q2 2020 | $43,000 | -32.8% | 827 | -19.2% | 0.01% | -33.3% |
| Q4 2019 | $64,000 | – | 1,023 | – | 0.01% | – |
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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% |