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 | $257,066 | -4.7% | 3,445 | 0.0% | 0.02% | +4.5% |
| Q2 2023 | $269,606 | +6.1% | 3,445 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $254,172 | +97283.9% | 3,445 | -6.8% | 0.02% | -8.3% |
| Q4 2022 | $261 | -99.9% | 3,695 | 0.0% | 0.02% | +9.1% |
| Q3 2022 | $231,000 | -6.5% | 3,695 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $247,000 | -11.8% | 3,695 | 0.0% | 0.02% | +10.0% |
| Q1 2022 | $280,000 | -0.7% | 3,695 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $282,000 | +7.6% | 3,695 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $262,000 | -1.5% | 3,695 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $266,000 | +4.3% | 3,695 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $255,000 | +10.9% | 3,695 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $230,000 | -4.6% | 3,695 | -16.9% | 0.02% | -16.7% |
| Q3 2020 | $241,000 | +3.9% | 4,448 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $232,000 | +13.2% | 4,448 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $205,000 | -26.8% | 4,448 | 0.0% | 0.03% | -3.6% |
| Q4 2019 | $280,000 | – | 4,448 | – | 0.03% | – |
Download | ||||||
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% |