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 2023 | $242,242 | +60.2% | 3,246 | +67.9% | 0.03% | +55.6% |
| Q2 2023 | $151,240 | -57.0% | 1,933 | -59.4% | 0.02% | -60.9% |
| Q1 2023 | $351,434 | -98.0% | 4,763 | -98.1% | 0.05% | -98.2% |
| Q4 2022 | $17,589,747 | +13.2% | 249,041 | +0.4% | 2.60% | +2.4% |
| Q3 2022 | $15,535,000 | +4.1% | 248,116 | +11.2% | 2.54% | +3.6% |
| Q2 2022 | $14,924,000 | +4.6% | 223,145 | +18.7% | 2.45% | +12.9% |
| Q1 2022 | $14,264,000 | -9.1% | 188,009 | -8.6% | 2.17% | -8.3% |
| Q4 2021 | $15,698,000 | +23.0% | 205,627 | +14.2% | 2.37% | +12.0% |
| Q3 2021 | $12,766,000 | +12.5% | 180,109 | +14.2% | 2.11% | +7.3% |
| Q2 2021 | $11,349,000 | +22.6% | 157,706 | +17.4% | 1.97% | +8.8% |
| Q1 2021 | $9,255,000 | +33.4% | 134,318 | +20.4% | 1.81% | +22.1% |
| Q4 2020 | $6,936,000 | +47.3% | 111,530 | +28.6% | 1.48% | +27.4% |
| Q3 2020 | $4,709,000 | +1438.9% | 86,739 | +1381.5% | 1.16% | +1150.5% |
| Q2 2020 | $306,000 | – | 5,855 | – | 0.09% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2019 | $33,000 | -10.8% | 579 | -11.1% | 0.02% | -14.3% |
| Q3 2018 | $37,000 | +5.7% | 651 | +0.2% | 0.02% | 0.0% |
| Q2 2018 | $35,000 | 0.0% | 650 | 0.0% | 0.02% | -4.5% |
| Q1 2018 | $35,000 | +218.2% | 650 | +225.0% | 0.02% | +214.3% |
| Q4 2017 | $11,000 | – | 200 | – | 0.01% | – |
Download | ||||||
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% |