ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $32,685,488 | +48.2% | 457,268 | +67.4% | 6.90% | +21.6% |
Q2 2023 | $22,051,656 | +114.9% | 273,153 | +99.4% | 5.67% | +37.8% |
Q1 2023 | $10,259,432 | +13.2% | 136,957 | +15.6% | 4.12% | -8.2% |
Q4 2022 | $9,061,277 | +222.2% | 118,464 | +142.2% | 4.48% | +109.0% |
Q2 2019 | $2,812,000 | +58.5% | 48,921 | +51.2% | 2.14% | +19.8% |
Q1 2019 | $1,774,000 | +19.0% | 32,346 | +6.5% | 1.79% | +4.7% |
Q4 2018 | $1,491,000 | -4.0% | 30,379 | +10.3% | 1.71% | +11.3% |
Q3 2018 | $1,553,000 | +56.1% | 27,537 | +48.6% | 1.54% | +37.6% |
Q2 2018 | $995,000 | -18.8% | 18,529 | -19.7% | 1.12% | +14.0% |
Q1 2018 | $1,226,000 | +5.1% | 23,071 | +9.6% | 0.98% | -1.6% |
Q4 2017 | $1,166,000 | – | 21,048 | – | 1.00% | – |
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% |