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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $29,787,050 | +35.6% | 421,717 | +20.2% | 6.26% | +36.5% |
| Q3 2022 | $21,973,000 | -9.1% | 350,943 | -2.9% | 4.58% | +8.8% |
| Q2 2022 | $24,162,000 | +54.4% | 361,272 | +75.1% | 4.21% | +83.5% |
| Q1 2022 | $15,652,000 | +37.0% | 206,289 | +37.7% | 2.30% | +72.1% |
| Q4 2021 | $11,423,000 | +27.1% | 149,785 | +17.9% | 1.34% | +13.4% |
| Q3 2021 | $8,990,000 | +32.5% | 127,035 | +101528.0% | 1.18% | +588.3% |
| Q3 2020 | $6,786,000 | – | 125 | – | 0.17% | – |
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% |