ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,074 | -5.3% | 8,229 | -0.7% | 0.49% | -1.4% |
| Q2 2023 | $648,412 | +6.2% | 8,285 | +0.1% | 0.50% | +49.5% |
| Q1 2023 | $610,735 | +4.9% | 8,278 | +0.4% | 0.33% | -44.3% |
| Q4 2022 | $582,157 | +13.5% | 8,242 | +0.5% | 0.59% | +5.5% |
| Q3 2022 | $513,000 | -6.2% | 8,197 | +0.2% | 0.56% | -8.5% |
| Q2 2022 | $547,000 | -11.6% | 8,181 | +0.2% | 0.62% | -3.3% |
| Q1 2022 | $619,000 | -0.2% | 8,165 | +0.4% | 0.64% | +2.1% |
| Q4 2021 | $620,000 | -41.3% | 8,131 | -0.7% | 0.62% | +8.7% |
| Q1 2021 | $1,056,000 | +139.5% | 8,187 | +15.3% | 0.57% | +139.7% |
| Q4 2020 | $441,000 | – | 7,103 | – | 0.24% | – |
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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% |