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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $432,115 | +7.5% | 6,118 | -4.8% | 0.17% | +2.4% |
| Q3 2022 | $402,000 | -62.4% | 6,424 | -59.8% | 0.17% | -61.6% |
| Q2 2022 | $1,069,000 | -23.2% | 15,997 | -12.9% | 0.44% | -18.4% |
| Q1 2022 | $1,392,000 | -43.6% | 18,359 | -43.3% | 0.53% | +8.8% |
| Q4 2021 | $2,469,000 | -0.1% | 32,353 | -7.3% | 0.49% | -48.5% |
| Q3 2021 | $2,472,000 | +0.4% | 34,885 | +1.9% | 0.95% | +3.7% |
| Q2 2021 | $2,462,000 | +8.3% | 34,224 | +3.7% | 0.92% | -6.0% |
| Q1 2021 | $2,273,000 | +2.7% | 32,997 | -7.3% | 0.98% | -6.5% |
| Q4 2020 | $2,214,000 | -8.5% | 35,605 | -20.1% | 1.04% | -20.7% |
| Q3 2020 | $2,420,000 | +9.0% | 44,576 | +4.8% | 1.32% | +6.7% |
| Q2 2020 | $2,220,000 | +17.2% | 42,522 | +3.7% | 1.23% | -2.4% |
| Q1 2020 | $1,894,000 | -21.0% | 41,023 | +7.8% | 1.26% | -8.5% |
| Q4 2019 | $2,398,000 | +12.3% | 38,054 | +3.0% | 1.38% | +1.4% |
| Q3 2019 | $2,135,000 | +5.3% | 36,941 | +3.2% | 1.36% | -0.9% |
| Q2 2019 | $2,027,000 | -0.5% | 35,789 | -3.7% | 1.37% | -6.0% |
| Q1 2019 | $2,037,000 | +11.7% | 37,163 | -0.0% | 1.46% | +6.2% |
| Q4 2018 | $1,824,000 | -10.3% | 37,169 | +3.4% | 1.38% | -7.3% |
| Q3 2018 | $2,033,000 | +7.8% | 35,947 | +2.2% | 1.48% | +8.0% |
| Q2 2018 | $1,886,000 | +7.8% | 35,184 | +6.8% | 1.37% | +0.6% |
| Q1 2018 | $1,749,000 | +0.4% | 32,943 | +6.8% | 1.37% | +4.2% |
| Q4 2017 | $1,742,000 | – | 30,836 | – | 1.31% | – |
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% |