ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 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 | $26,118 | +4.5% | 354 | 0.0% | 0.01% | -8.3% |
Q4 2022 | $25,003 | +8.7% | 354 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $23,000 | -4.2% | 354 | 0.0% | 0.01% | -14.3% |
Q2 2022 | $24,000 | -11.1% | 354 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $27,000 | 0.0% | 354 | 0.0% | 0.01% | +7.7% |
Q4 2021 | $27,000 | +8.0% | 354 | 0.0% | 0.01% | -18.8% |
Q3 2021 | $25,000 | 0.0% | 354 | 0.0% | 0.02% | -5.9% |
Q2 2021 | $25,000 | +4.2% | 354 | 0.0% | 0.02% | -10.5% |
Q1 2021 | $24,000 | +9.1% | 354 | 0.0% | 0.02% | -5.0% |
Q4 2020 | $22,000 | – | 354 | – | 0.02% | – |
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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% |