ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $9,739 | +21.7% | 132 | 0.0% | 0.01% | +25.0% |
Q3 2022 | $8,000 | -11.1% | 132 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $9,000 | -10.0% | 132 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $10,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $10,000 | +11.1% | 132 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $9,000 | -99.9% | 132 | 0.0% | 0.00% | -99.9% |
Q1 2020 | $6,095,000 | +30375.0% | 132 | -59.6% | 5.61% | +43023.1% |
Q4 2019 | $20,000 | – | 327 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Rock Advisors, LP | 509,549 | $23,531,000 | 26.44% |
Fortis Advisors, LLC | 379,347 | $17,518,000 | 11.73% |
Balentine LLC | 3,339,210 | $154,205,000 | 10.36% |
HANTZ FINANCIAL SERVICES, INC. | 577,290 | $13,343,330 | 6.14% |
PSI Advisors, LLC | 132 | $6,095,000 | 5.61% |
tru Independence LLC | 329,917 | $29,762,000 | 4.85% |
ASPIRIANT, LLC | 998,301 | $46,094,000 | 4.54% |
Petix & Botte Co | 93,784 | $4,331,000 | 4.22% |
HighMark Wealth Management LLC | 73,960 | $3,413,000 | 4.12% |
ERTS Wealth Advisors, LLC | 142,240 | $6,569,000 | 3.18% |