ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,951,000 | -0.9% | 41,637 | +0.6% | 0.20% | -1.0% |
| Q2 2021 | $2,978,000 | +1023.8% | 41,382 | +977.1% | 0.20% | +952.6% |
| Q1 2021 | $265,000 | +12.3% | 3,842 | +1.3% | 0.02% | +5.6% |
| Q4 2020 | $236,000 | -4.5% | 3,793 | -10.2% | 0.02% | -18.2% |
| Q3 2020 | $247,000 | -3.5% | 4,222 | -13.9% | 0.02% | -12.0% |
| Q2 2020 | $256,000 | -10.5% | 4,904 | +8.2% | 0.02% | -7.4% |
| Q4 2019 | $286,000 | +0.7% | 4,533 | -7.8% | 0.03% | -10.0% |
| Q3 2019 | $284,000 | -23.0% | 4,915 | -24.4% | 0.03% | -21.1% |
| Q2 2019 | $369,000 | +3.7% | 6,505 | +0.2% | 0.04% | -2.6% |
| Q1 2019 | $356,000 | – | 6,491 | – | 0.04% | – |
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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% |