ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,721,334 | -4.7% | 23,068 | 0.0% | 0.31% | -2.8% |
| Q2 2023 | $1,805,302 | +15.9% | 23,068 | +9.2% | 0.32% | +10.0% |
| Q1 2023 | $1,557,865 | +5.1% | 21,115 | +0.6% | 0.29% | -11.3% |
| Q4 2022 | $1,481,817 | +15.1% | 20,980 | +2.1% | 0.33% | +4.8% |
| Q3 2022 | $1,287,000 | -10.1% | 20,555 | -3.9% | 0.31% | -6.9% |
| Q2 2022 | $1,431,000 | -11.5% | 21,390 | +0.3% | 0.34% | +6.7% |
| Q1 2022 | $1,617,000 | +11.9% | 21,319 | +12.6% | 0.31% | +28.2% |
| Q4 2021 | $1,445,000 | +7.7% | 18,931 | 0.0% | 0.24% | +0.4% |
| Q3 2021 | $1,342,000 | -1.5% | 18,931 | 0.0% | 0.24% | -1.6% |
| Q2 2021 | $1,362,000 | +7.1% | 18,931 | +2.5% | 0.25% | -1.2% |
| Q1 2021 | $1,272,000 | +10.8% | 18,463 | 0.0% | 0.25% | -1.6% |
| Q4 2020 | $1,148,000 | +14.6% | 18,463 | 0.0% | 0.26% | -3.4% |
| Q3 2020 | $1,002,000 | +3.9% | 18,463 | 0.0% | 0.26% | -5.7% |
| Q2 2020 | $964,000 | +10.2% | 18,463 | -2.6% | 0.28% | -10.8% |
| Q1 2020 | $875,000 | -26.8% | 18,953 | -0.1% | 0.31% | -14.9% |
| Q4 2019 | $1,195,000 | +8.4% | 18,966 | -0.5% | 0.37% | +0.3% |
| Q3 2019 | $1,102,000 | +2.0% | 19,066 | 0.0% | 0.37% | +2.2% |
| Q2 2019 | $1,080,000 | +3.5% | 19,066 | +0.2% | 0.36% | 0.0% |
| Q1 2019 | $1,043,000 | +11.7% | 19,027 | 0.0% | 0.36% | -5.8% |
| Q4 2018 | $934,000 | -8.8% | 19,027 | +4.7% | 0.38% | +7.6% |
| Q3 2018 | $1,024,000 | +6.8% | 18,168 | +1.7% | 0.36% | -2.5% |
| Q2 2018 | $959,000 | +1.6% | 17,868 | +0.6% | 0.36% | -4.7% |
| Q1 2018 | $944,000 | -4.1% | 17,768 | 0.0% | 0.38% | -7.7% |
| Q4 2017 | $984,000 | +16.2% | 17,768 | +9.8% | 0.41% | +9.8% |
| Q3 2017 | $847,000 | +13.4% | 16,188 | +10.5% | 0.38% | +1.3% |
| Q2 2017 | $747,000 | +8.4% | 14,655 | +7.3% | 0.37% | +4.2% |
| Q1 2017 | $689,000 | +140.9% | 13,655 | +134.6% | 0.36% | +106.4% |
| Q4 2016 | $286,000 | – | 5,820 | – | 0.17% | – |
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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% |