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 | $243,032 | -2.8% | 3,257 | -1.8% | 0.02% | -4.2% |
| Q4 2021 | $250,000 | -48.5% | 3,316 | +29.2% | 0.02% | -59.3% |
| Q1 2019 | $485,000 | -98.5% | 2,566 | -99.8% | 0.06% | -85.4% |
| Q3 2018 | $32,150,000 | +198.7% | 1,695,954 | +193.8% | 0.40% | +234.7% |
| Q2 2018 | $10,763,000 | +317.7% | 577,189 | +1062.6% | 0.12% | -75.4% |
| Q1 2018 | $2,577,000 | +3.4% | 49,648 | +12.3% | 0.49% | +5.1% |
| Q4 2017 | $2,492,000 | +47.3% | 44,192 | +37.5% | 0.47% | +33.3% |
| Q3 2017 | $1,692,000 | -4.0% | 32,150 | -7.6% | 0.35% | -11.1% |
| Q2 2017 | $1,762,000 | +42.2% | 34,807 | +40.7% | 0.40% | +29.1% |
| Q1 2017 | $1,239,000 | – | 24,742 | – | 0.31% | – |
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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% |