ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $456,971 | -4.7% | 6,124 | 0.0% | 0.15% | -3.8% |
Q2 2023 | $479,263 | +6.1% | 6,124 | 0.0% | 0.16% | +1.3% |
Q1 2023 | $451,827 | +25.1% | 6,124 | +19.7% | 0.16% | +24.4% |
Q4 2022 | $361,201 | +35.3% | 5,114 | +19.7% | 0.13% | +19.8% |
Q3 2022 | $267,000 | +29.6% | 4,274 | +39.0% | 0.11% | +34.2% |
Q2 2022 | $206,000 | -11.6% | 3,074 | 0.0% | 0.08% | +2.6% |
Q1 2022 | $233,000 | -0.9% | 3,074 | 0.0% | 0.08% | -3.8% |
Q4 2021 | $235,000 | – | 3,074 | – | 0.08% | – |
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% |