ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $276 | +5.7% | 3,531 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $261 | -48.0% | 3,531 | -50.3% | 0.01% | -52.9% |
| Q4 2022 | $502 | -99.9% | 7,104 | -7.3% | 0.02% | -5.6% |
| Q3 2022 | $480,000 | -17.1% | 7,663 | -11.5% | 0.02% | -14.3% |
| Q2 2022 | $579,000 | -11.9% | 8,663 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $657,000 | -6.5% | 8,663 | -6.0% | 0.02% | -4.8% |
| Q4 2021 | $703,000 | +14.5% | 9,214 | +6.4% | 0.02% | +5.0% |
| Q3 2021 | $614,000 | -1.4% | 8,663 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $623,000 | +6.7% | 8,663 | +2.2% | 0.02% | +5.0% |
| Q1 2021 | $584,000 | +38.4% | 8,479 | +25.0% | 0.02% | +25.0% |
| Q4 2020 | $422,000 | +14.7% | 6,784 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $368,000 | +4.0% | 6,784 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $354,000 | -9.7% | 6,784 | -20.1% | 0.02% | -26.1% |
| Q1 2020 | $392,000 | -27.5% | 8,492 | -1.1% | 0.02% | -11.5% |
| Q4 2019 | $541,000 | +10.2% | 8,589 | +1.1% | 0.03% | +4.0% |
| Q3 2019 | $491,000 | +13.1% | 8,492 | +10.9% | 0.02% | +4.2% |
| Q2 2019 | $434,000 | +3.3% | 7,660 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $420,000 | -22.1% | 7,660 | -30.3% | 0.02% | -31.4% |
| Q4 2018 | $539,000 | +25.1% | 10,986 | +43.4% | 0.04% | +45.8% |
| Q3 2018 | $431,000 | +8.8% | 7,660 | +3.9% | 0.02% | 0.0% |
| Q2 2018 | $396,000 | – | 7,373 | – | 0.02% | – |
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% |