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 | $607,974 | -6.8% | 8,148 | -2.3% | 0.04% | -2.3% |
| Q2 2023 | $652,501 | +6.1% | 8,338 | +0.0% | 0.04% | +2.4% |
| Q1 2023 | $615,104 | +4.5% | 8,337 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $588,842 | -2.2% | 8,337 | -13.3% | 0.04% | -6.7% |
| Q3 2022 | $602,000 | -6.4% | 9,619 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $643,000 | -24.1% | 9,619 | -13.9% | 0.05% | -17.5% |
| Q1 2022 | $847,000 | – | 11,170 | – | 0.06% | – |
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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% |