ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $198,615 | -20.6% | 2,646 | -17.2% | 0.02% | -21.1% |
| Q2 2023 | $250,118 | -58.0% | 3,196 | -60.4% | 0.02% | -58.7% |
| Q1 2023 | $595,699 | +125.0% | 8,074 | +115.4% | 0.05% | +119.0% |
| Q4 2022 | $264,791 | +19.3% | 3,749 | +5.9% | 0.02% | 0.0% |
| Q3 2022 | $222,000 | -6.3% | 3,539 | 0.0% | 0.02% | +5.0% |
| Q2 2022 | $237,000 | -8.1% | 3,539 | +3.9% | 0.02% | +5.3% |
| Q1 2022 | $258,000 | -84.3% | 3,407 | -84.2% | 0.02% | -79.6% |
| Q4 2021 | $1,645,000 | -62.2% | 21,550 | -64.9% | 0.09% | -65.0% |
| Q3 2021 | $4,353,000 | -3.7% | 61,410 | -2.2% | 0.27% | -6.0% |
| Q2 2021 | $4,518,000 | +202.4% | 62,783 | +189.5% | 0.28% | +169.5% |
| Q1 2021 | $1,494,000 | +14.1% | 21,683 | +3.0% | 0.10% | +7.1% |
| Q4 2020 | $1,309,000 | +1.2% | 21,047 | -11.7% | 0.10% | -13.3% |
| Q3 2020 | $1,293,000 | -16.0% | 23,823 | -19.1% | 0.11% | -24.2% |
| Q2 2020 | $1,539,000 | +9.4% | 29,462 | -3.3% | 0.15% | -3.9% |
| Q1 2020 | $1,407,000 | -26.8% | 30,478 | 0.0% | 0.16% | -18.4% |
| Q4 2019 | $1,921,000 | +120.3% | 30,478 | +102.0% | 0.19% | -12.4% |
| Q3 2019 | $872,000 | -47.1% | 15,089 | -48.2% | 0.22% | +29.9% |
| Q2 2019 | $1,649,000 | +5.1% | 29,117 | +1.7% | 0.17% | +3.1% |
| Q1 2019 | $1,569,000 | +18.4% | 28,625 | +6.0% | 0.16% | +2.5% |
| Q4 2018 | $1,325,000 | +102.0% | 26,997 | +133.0% | 0.16% | -14.1% |
| Q3 2018 | $656,000 | – | 11,586 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Rock Advisors, LP | 740,195 | $52,465,000 | 31.12% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 212,395 | $15,055,000 | 11.16% |
| Financial Council Asset Management Inc | 109,905 | $7,790,000 | 10.99% |
| COREPATH WEALTH PARTNERS LLC | 190,426 | $13,713,000 | 10.53% |
| ASPIRIANT, LLC | 2,500,469 | $177,195,000 | 10.41% |
| SIGNATUREFD, LLC | 3,558,773 | $252,246,000 | 8.71% |
| ForthRight Wealth Management, LLC | 200,306 | $14,198,000 | 8.62% |
| HANTZ FINANCIAL SERVICES, INC. | 310,599 | $22,015,000 | 7.05% |
| Madison Wealth Partners, Inc | 165,382 | $11,722,000 | 6.61% |
| Petix & Botte Co | 250,175 | $17,731,000 | 6.01% |