ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 312 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $502,000 | -26.8% | 10,880 | 0.0% | 0.02% | 0.0% |
Q4 2019 | $686,000 | +9.1% | 10,880 | 0.0% | 0.02% | -34.8% |
Q3 2019 | $629,000 | +2.1% | 10,880 | 0.0% | 0.02% | +4.5% |
Q2 2019 | $616,000 | +3.2% | 10,880 | 0.0% | 0.02% | +69.2% |
Q1 2019 | $597,000 | -70.6% | 10,880 | -73.7% | 0.01% | -84.3% |
Q4 2018 | $2,028,000 | – | 41,303 | – | 0.08% | – |
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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% |