ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,290 | +0.2% | 151,296 | +5.1% | 0.98% | -0.5% |
| Q2 2023 | $11,264 | +7.7% | 143,926 | +1.6% | 0.99% | +17.8% |
| Q1 2023 | $10,454 | +1.1% | 141,687 | -3.3% | 0.84% | -14.0% |
| Q4 2022 | $10,344 | -99.9% | 146,448 | +24.4% | 0.97% | +35.3% |
| Q3 2022 | $7,373,000 | +12.6% | 117,764 | +20.2% | 0.72% | +11.3% |
| Q2 2022 | $6,550,000 | +4.3% | 97,933 | +18.3% | 0.65% | +30.5% |
| Q1 2022 | $6,279,000 | +845.6% | 82,763 | +851.6% | 0.50% | +890.0% |
| Q4 2021 | $664,000 | +206.0% | 8,697 | +184.0% | 0.05% | +177.8% |
| Q3 2021 | $217,000 | +104.7% | 3,062 | +55.3% | 0.02% | +20.0% |
| Q2 2018 | $106,000 | – | 1,972 | – | 0.02% | – |
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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% |