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 | $370,013 | 0.0% | 4,728 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $370,013 | +2.8% | 4,728 | -3.1% | 0.01% | -11.1% |
| Q1 2023 | $359,899 | +1.3% | 4,878 | -3.0% | 0.01% | 0.0% |
| Q4 2022 | $355,128 | +8.9% | 5,028 | -3.5% | 0.01% | 0.0% |
| Q3 2022 | $326,000 | -6.6% | 5,211 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $349,000 | -7.7% | 5,211 | +4.5% | 0.01% | +12.5% |
| Q1 2022 | $378,000 | -2.6% | 4,987 | -2.0% | 0.01% | 0.0% |
| Q4 2021 | $388,000 | +7.5% | 5,087 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $361,000 | – | 5,087 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 262,590 | $37,818,000 | 16.68% |
| ASPIRIANT, LLC | 1,387,911 | $70,700,000 | 6.15% |
| ALLEGHANY CORP /DE | 2,637,000 | $134,328,000 | 4.98% |
| Simply Money Advisors | 444,944 | $22,665,000 | 3.09% |
| Peak Capital Management LLC | 76,565 | $3,900,000 | 2.18% |
| Financial Planning & Information Services, Inc. | 89,353 | $4,552,000 | 1.64% |
| Edge Advisors, LLC | 271,725 | $13,841,000 | 1.58% |
| Oliver Luxxe Assets LLC | 46,455 | $2,366,000 | 1.54% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 200,008 | $10,188,000 | 1.46% |
| Steinberg Global Asset Management | 186,831 | $9,517,000 | 1.45% |