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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,938,000 | +13.4% | 125,959 | +4.0% | 0.06% | +5.8% |
| Q3 2019 | $7,000,000 | +10.8% | 121,088 | +8.6% | 0.05% | +8.3% |
| Q2 2019 | $6,318,000 | +3.8% | 111,523 | +0.5% | 0.05% | -4.0% |
| Q1 2019 | $6,085,000 | +5.9% | 110,988 | -5.2% | 0.05% | -10.7% |
| Q4 2018 | $5,746,000 | -0.9% | 117,041 | +13.8% | 0.06% | -3.4% |
| Q3 2018 | $5,799,000 | +24.3% | 102,836 | +18.4% | 0.06% | -9.4% |
| Q2 2018 | $4,664,000 | +2.7% | 86,879 | +1.6% | 0.06% | +3.2% |
| Q1 2018 | $4,542,000 | -30.4% | 85,482 | -27.4% | 0.06% | -28.7% |
| Q4 2017 | $6,528,000 | +31.3% | 117,819 | +24.0% | 0.09% | +11.5% |
| Q3 2017 | $4,972,000 | +18.7% | 94,980 | +15.5% | 0.08% | +5.4% |
| Q2 2017 | $4,190,000 | +51.5% | 82,263 | +50.2% | 0.07% | +32.1% |
| Q1 2017 | $2,765,000 | +5.0% | 54,779 | +2.2% | 0.06% | -6.7% |
| Q4 2016 | $2,634,000 | +1.1% | 53,617 | -5.2% | 0.06% | -4.8% |
| Q3 2016 | $2,606,000 | +6.1% | 56,551 | +208.9% | 0.06% | -3.1% |
| Q2 2016 | $2,457,000 | – | 18,309 | – | 0.06% | – |
Download | ||||||
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% |