ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,199 | -54.4% | 3,564 | -51.8% | 0.00% | -50.0% |
| Q2 2023 | $578,967 | +51.4% | 7,398 | +42.7% | 0.01% | +50.0% |
| Q1 2023 | $382,446 | +14.6% | 5,185 | +10.2% | 0.00% | 0.0% |
| Q4 2022 | $333,584 | -8.2% | 4,705 | -16.7% | 0.00% | 0.0% |
| Q3 2022 | $363,295 | -14.9% | 5,650 | -10.4% | 0.00% | -20.0% |
| Q2 2022 | $426,848 | -86.6% | 6,305 | -84.8% | 0.01% | -83.9% |
| Q1 2022 | $3,183,132 | +3.0% | 41,476 | +4.9% | 0.03% | +3.3% |
| Q4 2021 | $3,090,504 | – | 39,553 | – | 0.03% | – |
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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% |