ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 209 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $8,466,000 | +64.1% | 146,468 | +60.8% | 4.74% | +79.5% |
| Q2 2019 | $5,160,000 | +0.6% | 91,087 | -2.6% | 2.64% | +0.0% |
| Q1 2019 | $5,128,000 | +12.9% | 93,518 | +1.1% | 2.64% | -1.7% |
| Q4 2018 | $4,541,000 | -2.4% | 92,511 | +12.1% | 2.68% | -0.1% |
| Q3 2018 | $4,654,000 | +20.6% | 82,544 | +14.8% | 2.69% | +11.7% |
| Q2 2018 | $3,860,000 | +6.2% | 71,903 | +5.1% | 2.40% | +4.2% |
| Q1 2018 | $3,635,000 | +20.9% | 68,433 | +26.1% | 2.31% | +32.1% |
| Q4 2017 | $3,007,000 | – | 54,271 | – | 1.75% | – |
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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% |