ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,713 | -4.7% | 3,923 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $306,992 | +6.2% | 3,923 | +0.1% | 0.04% | +2.3% |
| Q1 2023 | $289,098 | +4.6% | 3,918 | +0.1% | 0.04% | +2.3% |
| Q4 2022 | $276,348 | +13.3% | 3,913 | +0.4% | 0.04% | +4.9% |
| Q3 2022 | $244,000 | -6.5% | 3,897 | 0.0% | 0.04% | -4.7% |
| Q2 2022 | $261,000 | -11.5% | 3,897 | +0.2% | 0.04% | +4.9% |
| Q1 2022 | $295,000 | -0.7% | 3,891 | +0.2% | 0.04% | +10.8% |
| Q4 2021 | $297,000 | +8.4% | 3,885 | +0.3% | 0.04% | 0.0% |
| Q3 2021 | $274,000 | -1.8% | 3,872 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $279,000 | +4.9% | 3,872 | +0.3% | 0.04% | -2.6% |
| Q1 2021 | $266,000 | +10.8% | 3,862 | 0.0% | 0.04% | +8.3% |
| Q4 2020 | $240,000 | +14.8% | 3,862 | +0.2% | 0.04% | 0.0% |
| Q3 2020 | $209,000 | +4.0% | 3,854 | +0.2% | 0.04% | -10.0% |
| Q2 2020 | $201,000 | -0.5% | 3,846 | -12.2% | 0.04% | -4.8% |
| Q1 2020 | $202,000 | -26.3% | 4,378 | +0.6% | 0.04% | -19.2% |
| Q4 2019 | $274,000 | +9.2% | 4,354 | +0.5% | 0.05% | 0.0% |
| Q3 2019 | $251,000 | +15.7% | 4,334 | +13.0% | 0.05% | +15.6% |
| Q2 2019 | $217,000 | +3.3% | 3,834 | +0.2% | 0.04% | 0.0% |
| Q1 2019 | $210,000 | +1.0% | 3,825 | +3.7% | 0.04% | +4.7% |
| Q3 2018 | $208,000 | – | 3,687 | – | 0.04% | – |
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% |