ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $829,000 | +20.5% | 10,855 | +11.8% | 0.39% | +6.0% |
| Q3 2021 | $688,000 | -1.3% | 9,709 | +0.2% | 0.36% | -2.7% |
| Q2 2021 | $697,000 | +6.6% | 9,685 | +2.1% | 0.37% | -2.3% |
| Q1 2021 | $654,000 | +8.8% | 9,486 | -1.9% | 0.38% | -3.5% |
| Q4 2020 | $601,000 | -0.7% | 9,671 | -13.2% | 0.40% | -12.2% |
| Q3 2020 | $605,000 | -5.5% | 11,145 | -9.1% | 0.45% | -14.2% |
| Q2 2020 | $640,000 | +9.6% | 12,256 | -3.1% | 0.53% | -10.7% |
| Q1 2020 | $584,000 | -30.2% | 12,647 | -4.8% | 0.59% | -13.4% |
| Q4 2019 | $837,000 | – | 13,288 | – | 0.68% | – |
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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% |