ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,620 | -25.6% | 1,000 | -22.0% | 0.00% | – |
| Q2 2023 | $100,329 | +135479.7% | 1,282 | +128100.0% | 0.00% | – |
| Q1 2023 | $74 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $3,334,372 | +12249.5% | 47,209 | +10904.4% | 0.01% | – |
| Q3 2022 | $27,000 | -6.9% | 429 | 0.0% | 0.00% | – |
| Q2 2022 | $29,000 | -98.3% | 429 | -98.1% | 0.00% | -100.0% |
| Q1 2022 | $1,741,000 | +811.5% | 22,951 | +815.1% | 0.01% | +600.0% |
| Q4 2021 | $191,000 | +478.8% | 2,508 | +441.7% | 0.00% | – |
| Q3 2021 | $33,000 | +26.9% | 463 | +26.5% | 0.00% | – |
| Q2 2021 | $26,000 | -79.0% | 366 | -79.7% | 0.00% | -100.0% |
| Q1 2021 | $124,000 | +933.3% | 1,802 | +828.9% | 0.00% | – |
| Q4 2020 | $12,000 | -92.1% | 194 | -93.0% | 0.00% | -100.0% |
| Q3 2020 | $151,000 | +2057.1% | 2,778 | +1625.5% | 0.00% | – |
| Q1 2020 | $7,000 | – | 161 | – | 0.00% | – |
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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% |