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 | $16,566 | -4.7% | 222 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,374 | +6.1% | 222 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $16,380 | +17.0% | 222 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $14,000 | -6.7% | 222 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $15,000 | -11.8% | 222 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | 0.0% | 222 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $17,000 | +6.2% | 222 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $16,000 | – | 222 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 266,735 | $33,080,000 | 16.43% |
| ASPIRIANT, LLC | 668,860 | $89,808,000 | 8.48% |
| Geneva Partners, LLC | 60,484 | $3,081,000 | 2.76% |
| Financial Planning & Information Services, Inc. | 36,262 | $4,869,000 | 2.23% |
| Oliver Luxxe Assets LLC | 13,729 | $1,843,000 | 1.57% |
| Asset Management Group, Inc. | 23,687 | $3,180,000 | 1.38% |
| TRUE Private Wealth Advisors | 30,191 | $4,053,000 | 1.36% |
| Kalos Management, Inc. | 9,616 | $1,291,000 | 1.00% |
| Independence Trust CO | 3,463 | $465,000 | 0.72% |
| Barrington Strategic Wealth Management Group LLC | 8,265 | $1,110,000 | 0.64% |