ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262 | +351.7% | 3,505 | +373.6% | 0.00% | – |
| Q2 2023 | $58 | +5.5% | 740 | 0.0% | 0.00% | – |
| Q1 2023 | $55 | +5.8% | 740 | 0.0% | 0.00% | – |
| Q4 2022 | $52 | -99.9% | 740 | 0.0% | 0.00% | – |
| Q3 2022 | $46,000 | -90.7% | 740 | -88.7% | 0.00% | -100.0% |
| Q1 2022 | $496,000 | -0.6% | 6,537 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $499,000 | +3.3% | 6,537 | -4.1% | 0.00% | 0.0% |
| Q3 2021 | $483,000 | +2315.0% | 6,815 | +2351.4% | 0.00% | – |
| Q2 2021 | $20,000 | +5.3% | 278 | 0.0% | 0.00% | – |
| Q1 2021 | $19,000 | +11.8% | 278 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | -87.3% | 278 | -88.7% | 0.00% | – |
| Q3 2020 | $134,000 | +930.8% | 2,465 | +862.9% | 0.00% | – |
| Q4 2018 | $13,000 | – | 256 | – | 0.00% | – |
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% |