ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,838 | +20.6% | 6,162 | +19.3% | 0.04% | +8.3% |
| Q1 2023 | $381,150 | +116459.6% | 5,166 | +11.5% | 0.04% | +9.1% |
| Q4 2022 | $327 | -99.9% | 4,633 | -2.5% | 0.03% | +22.2% |
| Q3 2022 | $297,000 | +29.7% | 4,751 | +38.4% | 0.03% | +12.5% |
| Q2 2022 | $229,000 | -9.5% | 3,432 | +2.7% | 0.02% | -7.7% |
| Q1 2022 | $253,000 | +14.0% | 3,341 | +14.7% | 0.03% | +18.2% |
| Q4 2021 | $222,000 | +9.4% | 2,913 | +1.4% | 0.02% | 0.0% |
| Q3 2021 | $203,000 | -9.0% | 2,872 | -11.4% | 0.02% | -21.4% |
| Q1 2021 | $223,000 | -44.8% | 3,241 | -50.1% | 0.03% | -50.0% |
| Q4 2020 | $404,000 | +2.0% | 6,498 | -10.9% | 0.06% | -12.5% |
| Q3 2020 | $396,000 | +12.2% | 7,296 | +7.8% | 0.06% | 0.0% |
| Q2 2020 | $353,000 | +11.0% | 6,771 | -1.7% | 0.06% | -9.9% |
| Q1 2020 | $318,000 | -22.1% | 6,886 | +6.2% | 0.07% | -4.1% |
| Q4 2019 | $408,000 | -1.2% | 6,483 | -9.4% | 0.07% | -7.5% |
| Q3 2019 | $413,000 | – | 7,157 | – | 0.08% | – |
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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% |