ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 117 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $209,000 | 0.0% | 4,244 | +172.4% | 0.00% | +100.0% |
| Q2 2016 | $209,000 | -12.6% | 1,558 | -16.1% | 0.00% | -50.0% |
| Q1 2016 | $239,000 | +0.8% | 1,858 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $237,000 | +11.8% | 1,858 | +6.5% | 0.00% | +100.0% |
| Q3 2015 | $212,000 | -67.4% | 1,745 | -63.8% | 0.00% | -75.0% |
| Q2 2015 | $650,000 | -87.6% | 4,825 | -87.6% | 0.00% | -87.1% |
| Q1 2015 | $5,261,000 | -1.8% | 38,988 | -0.6% | 0.03% | +19.2% |
| Q4 2014 | $5,356,000 | +138.6% | 39,238 | +131.7% | 0.03% | +100.0% |
| Q2 2014 | $2,245,000 | – | 16,937 | – | 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% |