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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,152,591 | +106129.6% | 15,622 | +1.7% | 0.59% | -17.8% |
| Q4 2022 | $1,085 | -99.9% | 15,366 | -1.0% | 0.72% | -12.3% |
| Q3 2022 | $972,000 | -6.8% | 15,518 | -0.5% | 0.82% | -13.3% |
| Q2 2022 | $1,043,000 | -26.0% | 15,600 | -16.0% | 0.95% | +71.4% |
| Q1 2022 | $1,409,000 | -50.3% | 18,571 | -50.0% | 0.55% | -33.5% |
| Q4 2021 | $2,834,000 | +164.1% | 37,114 | +145.1% | 0.83% | +122.2% |
| Q3 2021 | $1,073,000 | -1.0% | 15,145 | +0.6% | 0.37% | -22.1% |
| Q2 2021 | $1,084,000 | +16.9% | 15,062 | +1.1% | 0.48% | -19.9% |
| Q4 2020 | $927,000 | -41.6% | 14,899 | -3.3% | 0.60% | -4.0% |
| Q3 2020 | $1,586,000 | +109.8% | 15,400 | +6.4% | 0.62% | -35.7% |
| Q2 2020 | $756,000 | +15.6% | 14,477 | +2.3% | 0.97% | -23.4% |
| Q1 2020 | $654,000 | -3.7% | 14,157 | +31.4% | 1.27% | +95.5% |
| Q4 2019 | $679,000 | – | 10,776 | – | 0.65% | – |
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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% |