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 | $86,932 | +2823.1% | 1,165 | +2965.8% | 0.00% | – |
| Q2 2023 | $2,974 | -75.9% | 38 | -77.2% | 0.00% | – |
| Q1 2023 | $12,321 | -41.7% | 167 | -44.1% | 0.00% | – |
| Q4 2022 | $21,118 | +11.1% | 299 | -1.6% | 0.00% | – |
| Q3 2022 | $19,000 | -75.9% | 304 | -74.3% | 0.00% | – |
| Q2 2022 | $79,000 | +558.3% | 1,183 | +668.2% | 0.00% | – |
| Q1 2022 | $12,000 | -14.3% | 154 | -17.2% | 0.00% | – |
| Q4 2021 | $14,000 | +7.7% | 186 | +2.8% | 0.00% | – |
| Q3 2021 | $13,000 | 0.0% | 181 | 0.0% | 0.00% | – |
| Q2 2021 | $13,000 | -38.1% | 181 | -39.3% | 0.00% | – |
| Q1 2021 | $21,000 | +90.9% | 298 | +64.6% | 0.00% | – |
| Q4 2020 | $11,000 | -60.7% | 181 | -64.3% | 0.00% | – |
| Q3 2020 | $28,000 | +211.1% | 507 | +180.1% | 0.00% | – |
| Q2 2020 | $9,000 | +12.5% | 181 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -42.9% | 181 | -18.1% | 0.00% | – |
| Q4 2019 | $14,000 | -26.3% | 221 | -34.2% | 0.00% | – |
| Q3 2019 | $19,000 | -42.4% | 336 | -42.9% | 0.00% | – |
| Q2 2019 | $33,000 | +120.0% | 588 | +113.0% | 0.00% | – |
| Q1 2019 | $15,000 | -34.8% | 276 | -42.0% | 0.00% | – |
| Q4 2018 | $23,000 | -23.3% | 476 | -10.2% | 0.00% | – |
| Q3 2018 | $30,000 | -73.7% | 530 | -75.0% | 0.00% | -100.0% |
| Q2 2018 | $114,000 | +356.0% | 2,120 | +345.4% | 0.00% | – |
| Q1 2018 | $25,000 | -21.9% | 476 | -17.4% | 0.00% | – |
| Q4 2017 | $32,000 | -3.0% | 576 | -9.4% | 0.00% | – |
| Q3 2017 | $33,000 | +13.8% | 636 | +13.6% | 0.00% | – |
| Q2 2017 | $29,000 | -32.6% | 560 | -33.5% | 0.00% | – |
| Q1 2017 | $43,000 | +43.3% | 842 | +37.1% | 0.00% | – |
| Q4 2016 | $30,000 | +233.3% | 614 | +777.1% | 0.00% | – |
| Q3 2015 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2015 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2015 | $9,000 | -10.0% | 70 | 0.0% | 0.00% | – |
| Q4 2014 | $10,000 | +11.1% | 70 | 0.0% | 0.00% | – |
| Q3 2014 | $9,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2014 | $9,000 | – | 70 | – | 0.00% | – |
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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% |