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 | $614,776 | -35.1% | 8,239 | -32.0% | 0.49% | -35.0% |
| Q2 2023 | $947,709 | -2.8% | 12,110 | -8.4% | 0.75% | -10.3% |
| Q1 2023 | $975,501 | -11.7% | 13,222 | -15.4% | 0.83% | -17.0% |
| Q4 2022 | $1,104,194 | +12.8% | 15,634 | -0.0% | 1.00% | -0.8% |
| Q3 2022 | $979,000 | -4.2% | 15,640 | +2.3% | 1.01% | -4.1% |
| Q2 2022 | $1,022,000 | -16.6% | 15,283 | -5.4% | 1.06% | -5.0% |
| Q1 2022 | $1,225,000 | +2.1% | 16,150 | +2.7% | 1.11% | +4.7% |
| Q4 2021 | $1,200,000 | – | 15,718 | – | 1.06% | – |
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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% |