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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,089 | -4.7% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,191 | +109450.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2 | -99.9% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | -98.2% | 28 | -98.6% | 0.00% | -98.4% |
| Q3 2020 | $111,000 | -3.5% | 2,044 | -7.1% | 0.06% | -12.7% |
| Q2 2020 | $115,000 | -54.0% | 2,201 | -44.5% | 0.07% | -56.4% |
| Q4 2019 | $250,000 | – | 3,967 | – | 0.16% | – |
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% |