ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,507,000 | -0.1% | 56,006 | +6.7% | 0.22% | +0.9% |
| Q2 2022 | $3,510,000 | -15.9% | 52,484 | -4.6% | 0.22% | +23.4% |
| Q1 2022 | $4,176,000 | +4.6% | 55,037 | +5.2% | 0.18% | +22.4% |
| Q4 2021 | $3,994,000 | +15.9% | 52,314 | +7.6% | 0.14% | +4.4% |
| Q3 2021 | $3,446,000 | +5.0% | 48,613 | +6.6% | 0.14% | +7.9% |
| Q2 2021 | $3,281,000 | +33.6% | 45,589 | +27.9% | 0.13% | +22.1% |
| Q1 2021 | $2,456,000 | +41.1% | 35,648 | +27.4% | 0.10% | +35.1% |
| Q4 2020 | $1,740,000 | +57.0% | 27,986 | +37.1% | 0.08% | +37.5% |
| Q3 2020 | $1,108,000 | +7.3% | 20,406 | +3.2% | 0.06% | -3.4% |
| Q2 2020 | $1,033,000 | -5.1% | 19,777 | -16.1% | 0.06% | -37.6% |
| Q1 2020 | $1,089,000 | -30.8% | 23,580 | -5.6% | 0.09% | +17.7% |
| Q4 2019 | $1,574,000 | +125.2% | 24,982 | +106.5% | 0.08% | +102.6% |
| Q3 2019 | $699,000 | – | 12,098 | – | 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% |