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 | $810,338 | -13.1% | 10,860 | -8.8% | 0.29% | -5.3% |
| Q2 2023 | $931,961 | -11.1% | 11,909 | -16.2% | 0.30% | -21.9% |
| Q1 2023 | $1,047,963 | -29.1% | 14,204 | -32.1% | 0.39% | -33.2% |
| Q4 2022 | $1,477,284 | +1.7% | 20,916 | -9.8% | 0.58% | -1.2% |
| Q3 2022 | $1,452,000 | -10.9% | 23,191 | -4.8% | 0.59% | -8.3% |
| Q2 2022 | $1,629,000 | -13.2% | 24,356 | -1.6% | 0.64% | -7.6% |
| Q1 2022 | $1,877,000 | -15.0% | 24,742 | -14.5% | 0.70% | -21.6% |
| Q4 2021 | $2,209,000 | +1.1% | 28,940 | -6.1% | 0.89% | -29.4% |
| Q3 2021 | $2,185,000 | -5.9% | 30,821 | -8.5% | 1.26% | -10.7% |
| Q2 2021 | $2,322,000 | 0.0% | 33,702 | 0.0% | 1.41% | -3.1% |
| Q1 2021 | $2,322,000 | +4.7% | 33,702 | -5.5% | 1.45% | -9.1% |
| Q4 2020 | $2,217,000 | – | 35,649 | – | 1.60% | – |
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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% |