ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,825,751 | -6.6% | 37,869 | -2.1% | 1.22% | -3.9% |
| Q2 2023 | $3,026,750 | +4.0% | 38,676 | -1.9% | 1.27% | -4.1% |
| Q1 2023 | $2,909,106 | +2.8% | 39,429 | -1.5% | 1.33% | -6.7% |
| Q4 2022 | $2,828,681 | +25.4% | 40,049 | +11.1% | 1.42% | +15.5% |
| Q3 2022 | $2,256,000 | -4.6% | 36,035 | +1.9% | 1.23% | +3.3% |
| Q2 2022 | $2,365,000 | +1.2% | 35,355 | +14.8% | 1.19% | +21.0% |
| Q1 2022 | $2,336,000 | +3.5% | 30,790 | +4.2% | 0.99% | +7.2% |
| Q4 2021 | $2,256,000 | +111.2% | 29,557 | +96.2% | 0.92% | +95.7% |
| Q3 2021 | $1,068,000 | +97.4% | 15,062 | +100.3% | 0.47% | +96.7% |
| Q2 2021 | $541,000 | – | 7,520 | – | 0.24% | – |
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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% |