ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,061 | +944.0% | 4,182 | +895.7% | 0.00% | – |
| Q2 2023 | $29,890 | -76.2% | 420 | -75.3% | 0.00% | -100.0% |
| Q1 2023 | $125,574 | -54.1% | 1,702 | -56.1% | 0.00% | 0.0% |
| Q4 2022 | $273,833 | -17.5% | 3,877 | -27.0% | 0.00% | -50.0% |
| Q3 2022 | $332,000 | +2113.3% | 5,308 | +2269.6% | 0.00% | – |
| Q2 2022 | $15,000 | -92.3% | 224 | -91.3% | 0.00% | -100.0% |
| Q1 2022 | $195,000 | +747.8% | 2,567 | +767.2% | 0.00% | – |
| Q4 2021 | $23,000 | +64.3% | 296 | +48.0% | 0.00% | – |
| Q3 2021 | $14,000 | -64.1% | 200 | -62.7% | 0.00% | – |
| Q2 2021 | $39,000 | – | 536 | – | 0.00% | – |
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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% |