ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $883,672 | -6.1% | 11,842 | -1.6% | 0.09% | -3.3% |
| Q2 2023 | $941,569 | +5.1% | 12,031 | -0.9% | 0.09% | -2.1% |
| Q1 2023 | $895,561 | +5.7% | 12,138 | +1.2% | 0.09% | -1.1% |
| Q4 2022 | $847,292 | +13.6% | 11,996 | +0.7% | 0.10% | -12.0% |
| Q3 2022 | $746,000 | -6.6% | 11,918 | -0.2% | 0.11% | +0.9% |
| Q2 2022 | $799,000 | +0.4% | 11,943 | +13.9% | 0.11% | +11.5% |
| Q1 2022 | $796,000 | +44.5% | 10,485 | +45.2% | 0.10% | +31.5% |
| Q4 2021 | $551,000 | +105.6% | 7,223 | +91.3% | 0.07% | +78.0% |
| Q3 2021 | $268,000 | – | 3,776 | – | 0.04% | – |
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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% |