ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 312 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,703,878 | -5.3% | 49,637 | -0.7% | 0.38% | -2.8% |
| Q2 2023 | $3,911,946 | +5.7% | 49,987 | -0.3% | 0.39% | +1.3% |
| Q1 2023 | $3,699,589 | +73.3% | 50,144 | +65.9% | 0.39% | +57.5% |
| Q4 2022 | $2,134,875 | +3.9% | 30,226 | -7.9% | 0.25% | -10.8% |
| Q3 2022 | $2,054,000 | -2.1% | 32,805 | +4.6% | 0.28% | +1.1% |
| Q2 2022 | $2,098,000 | +2.3% | 31,371 | +16.0% | 0.27% | +5.8% |
| Q1 2022 | $2,051,000 | -49.4% | 27,037 | -49.1% | 0.26% | -48.2% |
| Q4 2021 | $4,054,000 | +6.5% | 53,102 | -1.1% | 0.50% | -1.6% |
| Q3 2021 | $3,805,000 | -2.7% | 53,676 | -1.2% | 0.51% | -1.4% |
| Q2 2021 | $3,910,000 | +2.6% | 54,342 | -1.8% | 0.52% | -5.0% |
| Q1 2021 | $3,811,000 | +8.4% | 55,317 | -2.1% | 0.54% | +3.2% |
| Q4 2020 | $3,515,000 | +9.0% | 56,528 | -4.8% | 0.52% | -3.1% |
| Q3 2020 | $3,224,000 | -6.6% | 59,392 | -10.2% | 0.54% | -12.0% |
| Q2 2020 | $3,453,000 | +12.1% | 66,118 | -0.8% | 0.62% | -9.0% |
| Q1 2020 | $3,079,000 | +36.8% | 66,676 | +71.2% | 0.68% | +37.3% |
| Q4 2019 | $2,251,000 | -2.8% | 38,948 | -2.8% | 0.49% | -5.9% |
| Q3 2019 | $2,315,000 | -14.1% | 40,056 | -15.8% | 0.52% | -13.2% |
| Q2 2019 | $2,696,000 | +20.2% | 47,583 | +16.3% | 0.60% | +0.7% |
| Q1 2019 | $2,242,000 | +107.4% | 40,898 | +84.3% | 0.60% | +60.9% |
| Q4 2018 | $1,081,000 | – | 22,193 | – | 0.37% | – |
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% |