ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,245 | -72.0% | 2,561 | -71.9% | 0.00% | – |
| Q2 2023 | $714,689 | +10.2% | 9,119 | -0.7% | 0.00% | – |
| Q4 2022 | $648,502 | +7.5% | 9,182 | +3.8% | 0.00% | – |
| Q3 2022 | $603,000 | +8.3% | 8,849 | +8.2% | 0.00% | – |
| Q2 2022 | $557,000 | -20.4% | 8,181 | -10.0% | 0.00% | – |
| Q1 2022 | $700,000 | +12.4% | 9,092 | +11.9% | 0.00% | – |
| Q4 2021 | $623,000 | +11.2% | 8,123 | +4.9% | 0.00% | – |
| Q3 2021 | $560,000 | +1.3% | 7,744 | +0.6% | 0.00% | – |
| Q2 2021 | $553,000 | +963.5% | 7,699 | +926.5% | 0.00% | – |
| Q1 2021 | $52,000 | +1200.0% | 750 | +782.4% | 0.00% | – |
| Q1 2020 | $4,000 | -99.0% | 85 | -98.6% | 0.00% | – |
| Q4 2019 | $394,000 | +8.8% | 6,253 | 0.0% | 0.00% | – |
| Q3 2019 | $362,000 | +1.4% | 6,253 | -0.7% | 0.00% | – |
| Q2 2019 | $357,000 | +3.2% | 6,299 | -0.1% | 0.00% | – |
| Q1 2019 | $346,000 | +12.7% | 6,304 | +0.7% | 0.00% | – |
| Q4 2018 | $307,000 | -13.0% | 6,263 | 0.0% | 0.00% | – |
| Q3 2018 | $353,000 | +3.5% | 6,263 | -1.3% | 0.00% | – |
| Q2 2018 | $341,000 | +3.0% | 6,343 | +1.5% | 0.00% | – |
| Q1 2018 | $331,000 | -3.2% | 6,250 | +1.3% | 0.00% | – |
| Q4 2017 | $342,000 | +5.9% | 6,168 | 0.0% | 0.00% | – |
| Q3 2017 | $323,000 | +2.9% | 6,168 | 0.0% | 0.00% | – |
| Q2 2017 | $314,000 | -1.3% | 6,168 | -2.2% | 0.00% | – |
| Q1 2017 | $318,000 | +2346.2% | 6,309 | +2161.3% | 0.00% | – |
| Q4 2016 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q3 2016 | $13,000 | +8.3% | 279 | +200.0% | 0.00% | – |
| Q2 2016 | $12,000 | – | 93 | – | 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% |