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 | $710,206 | -7.6% | 9,518 | -3.1% | 0.03% | -9.4% |
| Q2 2023 | $768,330 | +2.6% | 9,818 | -3.3% | 0.03% | -8.6% |
| Q1 2023 | $748,801 | +4.6% | 10,150 | +0.1% | 0.04% | -5.4% |
| Q4 2022 | $715,855 | +11.3% | 10,135 | -1.2% | 0.04% | +2.8% |
| Q3 2022 | $643,000 | -2.0% | 10,262 | +4.6% | 0.04% | 0.0% |
| Q2 2022 | $656,000 | -11.8% | 9,812 | 0.0% | 0.04% | -16.3% |
| Q1 2022 | $744,000 | +2.9% | 9,812 | +3.7% | 0.04% | -4.4% |
| Q4 2021 | $723,000 | +7.1% | 9,466 | -0.6% | 0.04% | -4.3% |
| Q3 2021 | $675,000 | +16.8% | 9,522 | +18.5% | 0.05% | +9.3% |
| Q2 2021 | $578,000 | +124.9% | 8,035 | +115.8% | 0.04% | +72.0% |
| Q1 2021 | $257,000 | +24.2% | 3,724 | +11.8% | 0.02% | +19.0% |
| Q4 2020 | $207,000 | – | 3,331 | – | 0.02% | – |
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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% |