ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,029,980 | -4.4% | 13,803 | +0.3% | 0.41% | +2.7% |
| Q2 2023 | $1,077,484 | +5.6% | 13,768 | -0.5% | 0.40% | +1.3% |
| Q1 2023 | $1,020,673 | -2.6% | 13,834 | -6.8% | 0.40% | -2.9% |
| Q4 2022 | $1,048,361 | +16.1% | 14,843 | +3.0% | 0.41% | +8.8% |
| Q3 2022 | $903,000 | -6.3% | 14,415 | 0.0% | 0.38% | -0.5% |
| Q2 2022 | $964,000 | -12.2% | 14,415 | -0.4% | 0.38% | +11.2% |
| Q1 2022 | $1,098,000 | +21.2% | 14,470 | +21.9% | 0.34% | +26.9% |
| Q4 2021 | $906,000 | +8.8% | 11,868 | +1.0% | 0.27% | +4.7% |
| Q3 2021 | $833,000 | +0.5% | 11,748 | +2.7% | 0.26% | +3.6% |
| Q2 2021 | $829,000 | +5.3% | 11,440 | +0.2% | 0.25% | -1.2% |
| Q1 2021 | $787,000 | +9.6% | 11,419 | -1.0% | 0.25% | -1.6% |
| Q4 2020 | $718,000 | +21.7% | 11,539 | +6.2% | 0.25% | +5.8% |
| Q3 2020 | $590,000 | +5.5% | 10,867 | +1.4% | 0.24% | +1.3% |
| Q2 2020 | $559,000 | +0.7% | 10,712 | -10.8% | 0.24% | -16.0% |
| Q1 2020 | $555,000 | -27.3% | 12,015 | -0.7% | 0.28% | -5.4% |
| Q4 2019 | $763,000 | +6.9% | 12,105 | -1.9% | 0.30% | +11.6% |
| Q3 2019 | $714,000 | -13.6% | 12,345 | -15.4% | 0.27% | -13.3% |
| Q2 2019 | $826,000 | +1.7% | 14,585 | -1.5% | 0.31% | +3.0% |
| Q1 2019 | $812,000 | +9.3% | 14,805 | -2.1% | 0.30% | -2.3% |
| Q4 2018 | $743,000 | -6.8% | 15,130 | +7.1% | 0.31% | +8.9% |
| Q3 2018 | $797,000 | +23.8% | 14,128 | +17.7% | 0.28% | +22.2% |
| Q2 2018 | $644,000 | +19.5% | 12,000 | +18.2% | 0.23% | +15.6% |
| Q1 2018 | $539,000 | +11.6% | 10,150 | +16.5% | 0.20% | +13.1% |
| Q4 2017 | $483,000 | – | 8,710 | – | 0.18% | – |
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% |