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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,473,653 | -5.3% | 314,576 | -0.7% | 10.12% | -2.4% |
| Q2 2023 | $24,784,956 | +4.8% | 316,700 | -1.2% | 10.36% | -4.3% |
| Q1 2023 | $23,646,422 | +4.6% | 320,499 | +0.2% | 10.83% | -6.3% |
| Q4 2022 | $22,596,291 | +18.4% | 319,925 | +5.0% | 11.56% | +3.2% |
| Q3 2022 | $19,081,000 | +1.4% | 304,753 | +8.3% | 11.19% | +6.9% |
| Q2 2022 | $18,826,000 | -3.0% | 281,489 | +10.1% | 10.47% | +4.4% |
| Q1 2022 | $19,406,000 | +21.7% | 255,773 | +22.4% | 10.03% | +15.0% |
| Q4 2021 | $15,952,000 | +12.4% | 208,966 | +4.3% | 8.72% | +1.1% |
| Q3 2021 | $14,198,000 | +3.0% | 200,306 | +4.6% | 8.62% | -1.4% |
| Q2 2021 | $13,779,000 | +6.0% | 191,481 | +1.5% | 8.74% | -0.9% |
| Q1 2021 | $12,997,000 | +7.9% | 188,637 | -2.6% | 8.82% | -6.9% |
| Q4 2020 | $12,050,000 | – | 193,762 | – | 9.47% | – |
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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% |