ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,604,173 | +293160.6% | 48,300 | +192.2% | 0.02% | +90.0% |
| Q4 2022 | $1,229 | -99.9% | 16,532 | -0.1% | 0.01% | +11.1% |
| Q3 2022 | $1,111,000 | -1.9% | 16,545 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,133,000 | -61.2% | 16,545 | -56.2% | 0.01% | -57.1% |
| Q1 2022 | $2,918,000 | +4.9% | 37,813 | +0.2% | 0.02% | +5.0% |
| Q4 2021 | $2,783,000 | -5.6% | 37,746 | -4.4% | 0.02% | +11.1% |
| Q3 2021 | $2,949,000 | +250.2% | 39,500 | +240.0% | 0.02% | +260.0% |
| Q2 2021 | $842,000 | +5.1% | 11,619 | +3.2% | 0.01% | 0.0% |
| Q1 2021 | $801,000 | +34.4% | 11,263 | +20.0% | 0.01% | +25.0% |
| Q4 2020 | $596,000 | +31.9% | 9,389 | +17.5% | 0.00% | +33.3% |
| Q3 2020 | $452,000 | +3.4% | 7,990 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $437,000 | -5.4% | 7,990 | -13.6% | 0.00% | -25.0% |
| Q1 2020 | $462,000 | -20.1% | 9,250 | -0.2% | 0.00% | 0.0% |
| Q4 2019 | $578,000 | +6.1% | 9,264 | +0.2% | 0.00% | 0.0% |
| Q3 2019 | $545,000 | +3.0% | 9,250 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $529,000 | -2.6% | 9,250 | -4.4% | 0.00% | 0.0% |
| Q1 2019 | $543,000 | -26.0% | 9,675 | -30.8% | 0.00% | -33.3% |
| Q4 2018 | $734,000 | +23.6% | 13,989 | +16.5% | 0.01% | +20.0% |
| Q4 2016 | $594,000 | -74.2% | 12,012 | -37.6% | 0.01% | -78.3% |
| Q4 2015 | $2,306,000 | +544.1% | 19,260 | +553.5% | 0.02% | +666.7% |
| Q3 2015 | $358,000 | -54.9% | 2,947 | -50.0% | 0.00% | 0.0% |
| Q2 2015 | $794,000 | +99.5% | 5,894 | +100.0% | 0.00% | 0.0% |
| Q1 2015 | $398,000 | -57.7% | 2,947 | -57.2% | 0.00% | -25.0% |
| Q4 2014 | $940,000 | +144.8% | 6,884 | +133.6% | 0.00% | +33.3% |
| Q3 2014 | $384,000 | – | 2,947 | – | 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% |