ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $40,000 | -96.1% | 587 | -95.9% | 0.00% | -96.4% |
| Q3 2021 | $1,022,000 | +11.5% | 14,425 | +13.1% | 0.08% | +12.0% |
| Q2 2021 | $917,000 | -9.5% | 12,750 | -13.2% | 0.08% | -17.6% |
| Q1 2021 | $1,013,000 | +19.2% | 14,694 | +7.6% | 0.09% | +11.0% |
| Q4 2020 | $850,000 | +57.1% | 13,660 | +37.1% | 0.08% | +41.4% |
| Q3 2020 | $541,000 | +13.4% | 9,960 | +8.9% | 0.06% | -7.9% |
| Q2 2020 | $477,000 | +34.4% | 9,142 | +18.8% | 0.06% | +8.6% |
| Q1 2020 | $355,000 | -83.8% | 7,697 | -77.8% | 0.06% | -84.8% |
| Q4 2019 | $2,189,000 | +468.6% | 34,739 | +421.4% | 0.38% | +516.1% |
| Q3 2019 | $385,000 | -74.2% | 6,663 | -74.7% | 0.06% | -73.8% |
| Q2 2019 | $1,492,000 | +519.1% | 26,346 | +498.9% | 0.24% | +451.2% |
| Q1 2019 | $241,000 | -95.1% | 4,399 | -95.6% | 0.04% | -95.9% |
| Q4 2018 | $4,946,000 | +32.4% | 100,744 | +52.0% | 1.04% | -15.5% |
| Q3 2018 | $3,736,000 | -28.5% | 66,265 | -32.2% | 1.24% | +0.7% |
| Q2 2018 | $5,226,000 | – | 97,755 | – | 1.23% | – |
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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% |