ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $785,450 | -0.2% | 10,526 | +4.6% | 0.01% | +14.3% |
| Q2 2023 | $787,295 | +3.6% | 10,060 | -2.3% | 0.01% | -12.5% |
| Q1 2023 | $760,008 | +8.8% | 10,301 | +4.2% | 0.01% | +14.3% |
| Q4 2022 | $698,461 | +12.8% | 9,889 | -0.0% | 0.01% | 0.0% |
| Q3 2022 | $619,000 | -6.4% | 9,892 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $661,000 | -16.1% | 9,889 | -4.8% | 0.01% | 0.0% |
| Q1 2022 | $788,000 | -0.6% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $793,000 | +7.7% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $736,000 | -1.6% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $748,000 | +4.5% | 10,389 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $716,000 | +10.8% | 10,389 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $646,000 | +14.5% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $564,000 | +3.9% | 10,389 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $543,000 | +5.6% | 10,389 | -6.7% | 0.01% | -10.0% |
| Q1 2020 | $514,000 | -21.5% | 11,133 | +7.2% | 0.01% | 0.0% |
| Q4 2019 | $655,000 | +9.2% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $600,000 | +1.9% | 10,389 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $589,000 | +11680.0% | 10,389 | +10289.0% | 0.01% | – |
| Q1 2019 | $5,000 | -99.0% | 100 | -99.0% | 0.00% | -100.0% |
| Q4 2018 | $510,000 | -13.0% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $586,000 | +5.0% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $558,000 | +1.1% | 10,389 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $552,000 | – | 10,389 | – | 0.01% | – |
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% |