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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,835 | +3.8% | 279 | -2.1% | 0.05% | +11.9% |
| Q1 2023 | $21,027 | -16.1% | 285 | -19.7% | 0.04% | -25.0% |
| Q4 2022 | $25,074 | -88.6% | 355 | -87.8% | 0.06% | -62.7% |
| Q1 2022 | $220,000 | -88.4% | 2,918 | -88.4% | 0.15% | -70.9% |
| Q4 2021 | $1,901,000 | +1.0% | 25,165 | +1.0% | 0.52% | -3.4% |
| Q3 2021 | $1,883,000 | -12.3% | 24,916 | -15.3% | 0.53% | -38.9% |
| Q2 2021 | $2,148,000 | +8.9% | 29,416 | +8.1% | 0.87% | +42.0% |
| Q1 2021 | $1,973,000 | +4.6% | 27,203 | -6.8% | 0.61% | -23.8% |
| Q4 2020 | $1,886,000 | -18.5% | 29,196 | -25.4% | 0.81% | -22.0% |
| Q3 2020 | $2,315,000 | +3.5% | 39,153 | -2.4% | 1.03% | +9.7% |
| Q2 2020 | $2,237,000 | +19.7% | 40,110 | +8.3% | 0.94% | +13.1% |
| Q1 2020 | $1,869,000 | +75.5% | 37,024 | +119.1% | 0.83% | +114.7% |
| Q4 2019 | $1,065,000 | +2.8% | 16,899 | -5.7% | 0.39% | -6.1% |
| Q3 2019 | $1,036,000 | +15.1% | 17,913 | -1.0% | 0.41% | +1.0% |
| Q2 2019 | $900,000 | +17.8% | 18,102 | +29.8% | 0.41% | -17.2% |
| Q1 2019 | $764,000 | -11.1% | 13,943 | -20.4% | 0.49% | +18.2% |
| Q4 2018 | $859,000 | +10.7% | 17,509 | +27.0% | 0.42% | +0.5% |
| Q3 2018 | $776,000 | -8.4% | 13,792 | -12.6% | 0.42% | +8.3% |
| Q2 2018 | $847,000 | -51.7% | 15,786 | -52.1% | 0.38% | -25.9% |
| Q1 2018 | $1,752,000 | +80.1% | 32,988 | +87.4% | 0.52% | +13.1% |
| Q4 2017 | $973,000 | -2.7% | 17,607 | -7.9% | 0.46% | -28.9% |
| Q3 2017 | $1,000,000 | -28.5% | 19,109 | -30.4% | 0.64% | -49.6% |
| Q2 2017 | $1,399,000 | +0.9% | 27,470 | -0.0% | 1.28% | +30.1% |
| Q1 2017 | $1,387,000 | +2.9% | 27,478 | +0.2% | 0.98% | -9.7% |
| Q4 2016 | $1,348,000 | +4.3% | 27,426 | -2.1% | 1.09% | -1.1% |
| Q3 2016 | $1,292,000 | +0.1% | 28,015 | +191.3% | 1.10% | +10.2% |
| Q2 2016 | $1,291,000 | -6.7% | 9,616 | -11.5% | 1.00% | -13.2% |
| Q1 2016 | $1,384,000 | 0.0% | 10,863 | -36.3% | 1.15% | +11.4% |
| Q4 2015 | $1,384,000 | – | 17,056 | – | 1.03% | – |
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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% |