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 | $201,474 | -4.7% | 2,700 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $211,302 | -0.2% | 2,700 | -5.9% | 0.00% | 0.0% |
| Q1 2023 | $211,749 | +4.5% | 2,870 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $202,708 | -5.3% | 2,870 | -10.4% | 0.00% | -20.0% |
| Q2 2022 | $214,000 | -10.5% | 3,202 | +1.6% | 0.01% | +25.0% |
| Q1 2022 | $239,000 | -2.8% | 3,152 | -2.2% | 0.00% | 0.0% |
| Q4 2021 | $246,000 | +7.9% | 3,222 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $228,000 | +0.4% | 3,222 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $227,000 | +4.6% | 3,155 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $217,000 | +5.9% | 3,155 | -2.9% | 0.00% | 0.0% |
| Q4 2019 | $205,000 | -22.9% | 3,250 | -33.0% | 0.00% | -33.3% |
| Q1 2019 | $266,000 | +11.8% | 4,850 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $238,000 | – | 4,850 | – | 0.01% | – |
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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% |