ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,866 | -4.6% | 25 | 0.0% | 0.00% | -100.0% |
Q2 2023 | $1,957 | +6.1% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $1,845 | +4.1% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,772 | -88.8% | 25 | -89.0% | 0.00% | -80.0% |
Q3 2022 | $15,838 | +847.2% | 227 | +808.0% | 0.01% | +400.0% |
Q2 2022 | $1,672 | -11.9% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $1,897 | -0.6% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $1,909 | +3.1% | 25 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $1,852 | +2.9% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,799 | +4.4% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $1,723 | +10.8% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,555 | – | 25 | – | 0.00% | – |
Download |
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% |