ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,432 | -4.6% | 180 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $14,087 | +6.1% | 180 | 0.0% | 0.01% | -8.3% |
Q1 2023 | $13,280 | +4.5% | 180 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $12,713 | +41.3% | 180 | +20.0% | 0.01% | +33.3% |
Q3 2022 | $9,000 | -10.0% | 150 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $10,000 | -9.1% | 150 | 0.0% | 0.01% | +12.5% |
Q1 2022 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $11,000 | – | 150 | – | 0.01% | – |
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% |