ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $4,285,000 | -18.1% | 78,153 | -26.7% | 2.93% | -22.0% |
| Q4 2018 | $5,233,000 | -5.2% | 106,593 | +5.1% | 3.76% | -7.3% |
| Q3 2018 | $5,518,000 | +23.0% | 101,408 | +21.3% | 4.06% | +49.4% |
| Q2 2018 | $4,488,000 | -0.4% | 83,610 | -1.5% | 2.72% | -22.2% |
| Q1 2018 | $4,507,000 | -2.3% | 84,842 | -3.7% | 3.49% | +11.2% |
| Q4 2017 | $4,614,000 | 0.0% | 88,129 | 0.0% | 3.14% | +2.3% |
| Q3 2017 | $4,614,000 | +18.3% | 88,129 | +15.1% | 3.07% | +40.8% |
| Q2 2017 | $3,900,000 | – | 76,565 | – | 2.18% | – |
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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% |