ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $91,783 | -4.7% | 1,230 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $96,260 | +18.6% | 1,230 | +11.8% | 0.01% | 0.0% |
| Q1 2023 | $81,158 | +8.0% | 1,100 | +3.4% | 0.01% | 0.0% |
| Q4 2022 | $75,150 | +47.4% | 1,064 | +30.9% | 0.01% | +12.5% |
| Q3 2022 | $51,000 | -15.0% | 813 | -9.7% | 0.01% | -11.1% |
| Q2 2022 | $60,000 | -11.8% | 900 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $68,000 | -1.4% | 900 | 0.0% | 0.01% | +12.5% |
| Q4 2021 | $69,000 | +16.9% | 900 | +7.8% | 0.01% | 0.0% |
| Q3 2021 | $59,000 | +34.1% | 835 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $44,000 | -96.4% | 835 | -96.8% | 0.01% | -97.1% |
| Q1 2020 | $1,221,000 | – | 26,446 | – | 0.24% | – |
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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% |