ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 556 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,260,138 | +6.9% | 28,880 | +0.8% | 1.31% | -1.0% |
Q1 2023 | $2,113,701 | +7.5% | 28,649 | +3.0% | 1.32% | -1.7% |
Q4 2022 | $1,965,376 | -26.7% | 27,826 | -35.0% | 1.35% | -35.1% |
Q3 2022 | $2,682,000 | -3.7% | 42,835 | +2.9% | 2.07% | -4.2% |
Q2 2022 | $2,784,000 | +5.6% | 41,628 | +20.4% | 2.17% | +29.0% |
Q1 2022 | $2,637,000 | – | 34,589 | – | 1.68% | – |
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% |