ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 337 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $865,740 | +28758.0% | 11,602 | +18315.9% | 0.00% | – |
| Q3 2020 | $3,000 | -99.8% | 63 | -99.8% | 0.00% | -100.0% |
| Q2 2020 | $1,962,000 | +775.9% | 37,568 | +675.4% | 0.00% | – |
| Q1 2020 | $224,000 | +1020.0% | 4,845 | +1423.6% | 0.00% | – |
| Q4 2019 | $20,000 | -91.3% | 318 | -92.2% | 0.00% | – |
| Q3 2018 | $229,000 | +89.3% | 4,066 | +80.7% | 0.00% | – |
| Q2 2018 | $121,000 | -76.7% | 2,250 | -41.0% | 0.00% | – |
| Q4 2014 | $520,000 | – | 3,815 | – | 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% |