ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,229 | +2.4% | 5,165,206 | -3.5% | 6.17% | -1.5% |
| Q2 2023 | $394,791 | +1.6% | 5,350,923 | -2.7% | 6.26% | -1.7% |
| Q1 2023 | $388,498 | +12.2% | 5,500,479 | -0.5% | 6.37% | +2.9% |
| Q4 2022 | $346,164 | -99.9% | 5,528,894 | +0.3% | 6.19% | -4.4% |
| Q3 2022 | $368,658,000 | -18.9% | 5,512,237 | -8.0% | 6.48% | -8.4% |
| Q2 2022 | $454,740,000 | – | 5,993,681 | – | 7.08% | – |
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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% |