ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 125 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236 | -4.5% | 3 | 0.0% | 0.00% | – |
| Q2 2023 | $247 | +6.5% | 3 | 0.0% | 0.00% | – |
| Q1 2023 | $232 | -98.7% | 3 | -98.8% | 0.00% | -100.0% |
| Q2 2021 | $18,000 | +5.9% | 250 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | -73.8% | 250 | -76.2% | 0.00% | -71.4% |
| Q4 2020 | $65,000 | +14.0% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $57,000 | +3.6% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $55,000 | +14.6% | 1,050 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $48,000 | -27.3% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $66,000 | +1000.0% | 1,050 | +775.0% | 0.01% | +700.0% |
| Q4 2016 | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 120 | +200.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | – | 40 | – | 0.00% | – |
Download | ||||||
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% |