ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 92 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,273,000 | +249.7% | 20,469 | +159.8% | 0.22% | +157.1% |
| Q1 2020 | $364,000 | -81.8% | 7,879 | -75.2% | 0.08% | -69.8% |
| Q4 2019 | $2,005,000 | -79.1% | 31,808 | -83.7% | 0.28% | -57.2% |
| Q4 2018 | $9,605,000 | +4004.7% | 195,661 | +4386.6% | 0.65% | +5809.1% |
| Q2 2018 | $234,000 | -93.7% | 4,361 | -93.5% | 0.01% | -93.3% |
| Q4 2017 | $3,701,000 | +420.5% | 66,803 | +392.1% | 0.16% | +382.4% |
| Q3 2017 | $711,000 | -71.5% | 13,574 | -73.2% | 0.03% | -69.6% |
| Q4 2016 | $2,492,000 | -84.6% | 50,723 | -60.1% | 0.11% | -82.6% |
| Q4 2015 | $16,204,000 | +871.5% | 127,201 | +827.3% | 0.64% | +975.0% |
| Q3 2015 | $1,668,000 | -91.0% | 13,718 | -89.8% | 0.06% | -89.2% |
| Q4 2014 | $18,438,000 | +803.8% | 135,084 | +717.0% | 0.55% | +566.3% |
| Q4 2013 | $2,040,000 | +729.3% | 16,535 | +634.9% | 0.08% | +654.5% |
| Q2 2013 | $246,000 | – | 2,250 | – | 0.01% | – |
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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% |