ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 556 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,176 | -4.7% | 4,800 | 0.0% | 0.16% | -8.0% |
| Q2 2023 | $375,648 | +6.1% | 4,800 | 0.0% | 0.18% | +11.4% |
| Q1 2023 | $354,144 | +0.3% | 4,800 | -4.0% | 0.16% | +9.0% |
| Q4 2022 | $353,150 | +10.7% | 5,000 | -2.0% | 0.14% | -2.0% |
| Q3 2022 | $319,000 | -6.5% | 5,100 | 0.0% | 0.15% | +12.1% |
| Q2 2022 | $341,000 | – | 5,100 | – | 0.13% | – |
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% |