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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $192,109 | -26.7% | 4,160 | 0.0% | 0.02% | -17.4% |
Q4 2019 | $262,163 | +9.0% | 4,160 | 0.0% | 0.02% | -4.2% |
Q3 2019 | $240,448 | +2.0% | 4,160 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $235,664 | +3.3% | 4,160 | 0.0% | 0.02% | -4.0% |
Q1 2019 | $228,093 | +11.7% | 4,160 | 0.0% | 0.02% | -7.4% |
Q4 2018 | $204,214 | -12.9% | 4,160 | 0.0% | 0.03% | +3.8% |
Q3 2018 | $234,541 | +5.0% | 4,160 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $223,309 | +1.1% | 4,160 | 0.0% | 0.03% | -3.7% |
Q1 2018 | $220,979 | -4.1% | 4,160 | 0.0% | 0.03% | -3.6% |
Q4 2017 | $230,464 | +5.8% | 4,160 | 0.0% | 0.03% | -3.4% |
Q3 2017 | $217,776 | – | 4,160 | – | 0.03% | – |
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% |