ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $245,956 | +12.8% | 3,482 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $218,000 | -5.2% | 3,480 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $230,000 | -11.5% | 3,435 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $260,000 | +157.4% | 3,432 | +75.5% | 0.00% | +200.0% |
| Q2 2020 | $101,000 | -3.8% | 1,955 | -13.7% | 0.00% | 0.0% |
| Q1 2020 | $105,000 | +36.4% | 2,266 | +86.5% | 0.00% | 0.0% |
| Q4 2019 | $77,000 | +16.7% | 1,215 | +7.5% | 0.00% | 0.0% |
| Q3 2019 | $66,000 | +4.8% | 1,130 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $63,000 | +6.8% | 1,126 | +5.4% | 0.00% | 0.0% |
| Q1 2019 | $59,000 | -6.3% | 1,068 | -17.0% | 0.00% | 0.0% |
| Q4 2018 | $63,000 | -13.7% | 1,287 | -2.3% | 0.00% | 0.0% |
| Q3 2018 | $73,000 | +7.4% | 1,317 | +4.8% | 0.00% | 0.0% |
| Q2 2018 | $68,000 | 0.0% | 1,257 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $68,000 | – | 1,257 | – | 0.00% | – |
Download | ||||||
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% |