ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,607 | -4.1% | 3,139 | 0.0% | 0.05% | -4.0% |
| Q2 2023 | $245,643 | +7.0% | 3,139 | +0.9% | 0.05% | -3.8% |
| Q1 2023 | $229,507 | +4.5% | 3,111 | 0.0% | 0.05% | -3.7% |
| Q4 2022 | $219,698 | +8.2% | 3,111 | -4.2% | 0.05% | -1.8% |
| Q3 2022 | $203,000 | -6.0% | 3,247 | 0.0% | 0.06% | -3.5% |
| Q2 2022 | $216,000 | -12.2% | 3,247 | 0.0% | 0.06% | +3.6% |
| Q1 2022 | $246,000 | -11.5% | 3,247 | -11.0% | 0.06% | -8.3% |
| Q4 2021 | $278,000 | -6.4% | 3,647 | -13.0% | 0.06% | -21.1% |
| Q3 2021 | $297,000 | -10.8% | 4,190 | -9.5% | 0.08% | -13.6% |
| Q2 2021 | $333,000 | -5.9% | 4,630 | -9.9% | 0.09% | -16.2% |
| Q1 2021 | $354,000 | -9.9% | 5,139 | -18.6% | 0.10% | -18.0% |
| Q4 2020 | $393,000 | – | 6,313 | – | 0.13% | – |
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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% |