ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 302 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $722,121 | +94.6% | 10,224 | +110.2% | 0.00% | – |
| Q4 2021 | $371,000 | -43.2% | 4,864 | -53.7% | 0.00% | -100.0% |
| Q4 2020 | $653,000 | +140.1% | 10,500 | +101.4% | 0.00% | – |
| Q2 2020 | $272,000 | -59.4% | 5,214 | -64.1% | 0.00% | -100.0% |
| Q1 2020 | $670,000 | -15.6% | 14,510 | +15.5% | 0.00% | 0.0% |
| Q4 2019 | $794,000 | +15780.0% | 12,559 | +14675.3% | 0.00% | – |
| Q3 2019 | $5,000 | -99.9% | 85 | -99.9% | 0.00% | -100.0% |
| Q4 2018 | $5,469,000 | +287.3% | 111,400 | +337.1% | 0.01% | +500.0% |
| Q4 2017 | $1,412,000 | +25.7% | 25,484 | +18.8% | 0.00% | 0.0% |
| Q3 2017 | $1,123,000 | +7921.4% | 21,460 | +7619.4% | 0.00% | – |
| Q2 2017 | $14,000 | -97.1% | 278 | -97.1% | 0.00% | -100.0% |
| Q4 2016 | $475,000 | -95.0% | 9,659 | -87.1% | 0.00% | -90.9% |
| Q4 2015 | $9,548,000 | +3334.5% | 74,954 | +3176.0% | 0.01% | – |
| Q3 2015 | $278,000 | +261.0% | 2,288 | +301.4% | 0.00% | – |
| Q1 2015 | $77,000 | -98.3% | 570 | -98.3% | 0.00% | -100.0% |
| Q4 2014 | $4,544,000 | +32357.1% | 33,293 | +29893.7% | 0.01% | – |
| Q3 2014 | $14,000 | -95.5% | 111 | -95.2% | 0.00% | – |
| Q2 2014 | $309,000 | -35.1% | 2,330 | -39.6% | 0.00% | -100.0% |
| Q4 2013 | $476,000 | – | 3,855 | – | 0.00% | – |
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% |