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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $297,305 | +0.6% | 3,799 | -5.1% | 0.20% | +12.7% |
| Q1 2023 | $295,498 | -2.5% | 4,005 | -6.7% | 0.17% | -10.4% |
| Q4 2022 | $303,145 | +14.8% | 4,292 | +1.7% | 0.19% | +4.9% |
| Q3 2022 | $264,000 | -6.0% | 4,219 | +0.5% | 0.18% | 0.0% |
| Q2 2022 | $281,000 | -15.9% | 4,198 | -4.7% | 0.18% | -4.7% |
| Q1 2022 | $334,000 | -0.3% | 4,406 | +0.3% | 0.19% | +7.2% |
| Q4 2021 | $335,000 | +5.3% | 4,393 | -0.6% | 0.18% | -20.7% |
| Q2 2021 | $318,000 | +3.6% | 4,421 | -0.8% | 0.23% | -8.5% |
| Q1 2021 | $307,000 | +13.3% | 4,458 | +6.5% | 0.25% | +101.6% |
| Q4 2020 | $271,000 | – | 4,187 | – | 0.12% | – |
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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% |