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 | $1,274,772 | -1.6% | 17,084 | +3.2% | 0.42% | +0.5% |
| Q2 2023 | $1,295,791 | +2.4% | 16,558 | -3.5% | 0.42% | +1.2% |
| Q1 2023 | $1,265,417 | +4.0% | 17,151 | -0.4% | 0.41% | -2.4% |
| Q4 2022 | $1,216,170 | +8.3% | 17,219 | -4.0% | 0.42% | -4.1% |
| Q3 2022 | $1,123,000 | -7.3% | 17,932 | -1.0% | 0.44% | -5.6% |
| Q2 2022 | $1,211,000 | -12.1% | 18,114 | -0.2% | 0.47% | 0.0% |
| Q1 2022 | $1,377,000 | +4.8% | 18,151 | +5.5% | 0.47% | +6.2% |
| Q4 2021 | $1,314,000 | +1.4% | 17,208 | -5.9% | 0.44% | -10.8% |
| Q3 2021 | $1,296,000 | +64700.0% | 18,279 | -16.7% | 0.49% | -48.1% |
| Q2 2021 | $2,000 | -99.9% | 21,953 | -48.6% | 0.95% | +27.2% |
| Q1 2021 | $2,941,000 | -14.1% | 42,682 | -22.5% | 0.74% | -9.8% |
| Q4 2020 | $3,423,000 | +100.6% | 55,039 | +75.1% | 0.83% | -17.7% |
| Q3 2020 | $1,706,000 | -6.1% | 31,425 | -9.6% | 1.00% | -15.2% |
| Q2 2020 | $1,816,000 | -47.5% | 34,773 | -53.6% | 1.18% | -54.4% |
| Q1 2020 | $3,460,000 | -83.7% | 74,914 | -77.7% | 2.60% | -80.6% |
| Q4 2019 | $21,163,000 | -3.7% | 335,810 | -11.6% | 13.39% | -16.2% |
| Q3 2019 | $21,968,000 | +11.0% | 380,073 | +8.8% | 15.98% | +6.8% |
| Q2 2019 | $19,783,000 | +14.6% | 349,221 | +10.9% | 14.96% | +0.5% |
| Q1 2019 | $17,261,000 | +37.1% | 314,810 | +22.8% | 14.89% | +3.5% |
| Q4 2018 | $12,590,000 | – | 256,461 | – | 14.40% | – |
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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% |