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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,582,766 | -2.1% | 476,852 | +2.6% | 0.00% | 0.0% |
| Q2 2023 | $36,362,178 | +49.4% | 464,633 | +40.9% | 0.00% | +33.3% |
| Q1 2023 | $24,337,141 | +98490.8% | 329,861 | -5.6% | 0.00% | 0.0% |
| Q4 2022 | $24,685 | -99.8% | 349,501 | +89.2% | 0.00% | +50.0% |
| Q3 2022 | $11,568,000 | -41.6% | 184,753 | -37.6% | 0.00% | -33.3% |
| Q2 2022 | $19,814,000 | -15.8% | 296,270 | -4.5% | 0.00% | 0.0% |
| Q1 2022 | $23,545,000 | +13.2% | 310,335 | +13.9% | 0.00% | +50.0% |
| Q4 2021 | $20,796,000 | +17.1% | 272,416 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $17,764,000 | -14.6% | 250,625 | -13.3% | 0.00% | 0.0% |
| Q2 2021 | $20,796,000 | -5.3% | 288,996 | -9.4% | 0.00% | -33.3% |
| Q1 2021 | $21,970,000 | +44.2% | 318,868 | +30.2% | 0.00% | +50.0% |
| Q4 2020 | $15,236,000 | +29.2% | 244,926 | +11.6% | 0.00% | 0.0% |
| Q3 2020 | $11,793,000 | +1.4% | 219,562 | -1.4% | 0.00% | 0.0% |
| Q2 2020 | $11,628,000 | +105.7% | 222,630 | +81.8% | 0.00% | +100.0% |
| Q1 2020 | $5,654,000 | -54.9% | 122,446 | -38.5% | 0.00% | -50.0% |
| Q4 2019 | $12,549,000 | +13.1% | 199,138 | +3.8% | 0.00% | 0.0% |
| Q3 2019 | $11,092,000 | +119.0% | 191,907 | +113.0% | 0.00% | +100.0% |
| Q2 2019 | $5,064,000 | +14.0% | 90,110 | +11.2% | 0.00% | 0.0% |
| Q1 2019 | $4,441,000 | +36.2% | 81,004 | +21.9% | 0.00% | 0.0% |
| Q4 2018 | $3,261,000 | -14.3% | 66,438 | -1.6% | 0.00% | 0.0% |
| Q3 2018 | $3,806,000 | +5.5% | 67,514 | +0.5% | 0.00% | 0.0% |
| Q2 2018 | $3,607,000 | +50.3% | 67,196 | +48.7% | 0.00% | 0.0% |
| Q1 2018 | $2,400,000 | +36.3% | 45,184 | +42.3% | 0.00% | – |
| Q4 2017 | $1,761,000 | +127.8% | 31,761 | +114.7% | 0.00% | – |
| Q3 2017 | $773,000 | +2.7% | 14,793 | 0.0% | 0.00% | – |
| Q2 2017 | $753,000 | 0.0% | 14,793 | -0.8% | 0.00% | – |
| Q1 2017 | $753,000 | +30.5% | 14,913 | +27.0% | 0.00% | – |
| Q4 2016 | $577,000 | +337.1% | 11,740 | +311.4% | 0.00% | – |
| Q3 2016 | $132,000 | +207.0% | 2,854 | +797.5% | 0.00% | – |
| Q2 2016 | $43,000 | +4.9% | 318 | 0.0% | 0.00% | – |
| Q1 2016 | $41,000 | – | 318 | – | 0.00% | – |
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% |