ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 299 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $1,898,000 | +15.2% | 30,531 | +0.8% | 0.44% | -0.9% |
Q3 2020 | $1,648,000 | +5.2% | 30,299 | +1.1% | 0.45% | -4.5% |
Q2 2020 | $1,566,000 | -19.1% | 29,973 | -28.5% | 0.47% | -33.0% |
Q1 2020 | $1,936,000 | -14.4% | 41,930 | +16.7% | 0.70% | +9.5% |
Q4 2019 | $2,263,000 | +15.2% | 35,918 | +5.6% | 0.64% | +5.6% |
Q3 2019 | $1,965,000 | +3.6% | 34,026 | +1.7% | 0.61% | +11.4% |
Q2 2019 | $1,897,000 | +12.3% | 33,463 | +8.6% | 0.54% | +8.3% |
Q1 2019 | $1,689,000 | +392.4% | 30,822 | +405.5% | 0.50% | +408.1% |
Q3 2018 | $343,000 | +15.5% | 6,097 | +11.0% | 0.10% | +4.2% |
Q2 2018 | $297,000 | +18.3% | 5,492 | +13.8% | 0.10% | +11.8% |
Q1 2018 | $251,000 | -14.0% | 4,828 | -6.1% | 0.08% | -6.6% |
Q4 2017 | $292,000 | +42.4% | 5,140 | +30.6% | 0.09% | +16.7% |
Q3 2017 | $205,000 | – | 3,936 | – | 0.08% | – |
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% |