ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $373,535 | -5.7% | 4,773 | -11.1% | 0.01% | -17.6% |
Q1 2023 | $396,051 | -19.1% | 5,368 | -22.6% | 0.02% | -29.2% |
Q4 2022 | $489,607 | +44.4% | 6,932 | +27.9% | 0.02% | +26.3% |
Q3 2022 | $339,000 | -7.4% | 5,420 | -0.9% | 0.02% | -9.5% |
Q2 2022 | $366,000 | -11.2% | 5,468 | +0.8% | 0.02% | -8.7% |
Q1 2022 | $412,000 | -19.2% | 5,426 | -18.8% | 0.02% | -20.7% |
Q4 2021 | $510,000 | +32.5% | 6,679 | +22.9% | 0.03% | +11.5% |
Q3 2021 | $385,000 | +2.1% | 5,434 | +3.7% | 0.03% | -3.7% |
Q2 2021 | $377,000 | +25.7% | 5,241 | +20.6% | 0.03% | 0.0% |
Q1 2021 | $300,000 | – | 4,347 | – | 0.03% | – |
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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% |