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 | $38,710,766 | -3.7% | 518,772 | +1.0% | 0.07% | +7.8% |
| Q2 2023 | $40,201,927 | +3.8% | 513,697 | -2.1% | 0.06% | 0.0% |
| Q1 2023 | $38,715,169 | +6.6% | 524,738 | +2.0% | 0.06% | +3.2% |
| Q4 2022 | $36,323,525 | +9.0% | 514,279 | -3.4% | 0.06% | +5.1% |
| Q3 2022 | $33,334,000 | -5.9% | 532,419 | +0.6% | 0.06% | 0.0% |
| Q2 2022 | $35,406,000 | -12.8% | 529,406 | -1.1% | 0.06% | +15.7% |
| Q1 2022 | $40,616,000 | -6.6% | 535,339 | -6.0% | 0.05% | +6.2% |
| Q4 2021 | $43,475,000 | – | 569,502 | – | 0.05% | – |
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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% |