ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,948,564 | -4.0% | 26,113 | +0.7% | 0.04% | -2.4% |
| Q2 2023 | $2,029,764 | +9.7% | 25,936 | +3.4% | 0.04% | +2.5% |
| Q1 2023 | $1,850,421 | +6.2% | 25,080 | +1.7% | 0.04% | 0.0% |
| Q4 2022 | $1,742,301 | +16.0% | 24,668 | +2.8% | 0.04% | +33.3% |
| Q3 2022 | $1,502,000 | -12.2% | 23,990 | -6.2% | 0.03% | -9.1% |
| Q2 2022 | $1,711,000 | -33.4% | 25,588 | -24.5% | 0.03% | -26.7% |
| Q1 2022 | $2,570,000 | +24.2% | 33,880 | +25.0% | 0.04% | +25.0% |
| Q4 2021 | $2,069,000 | -3.6% | 27,100 | -10.5% | 0.04% | -7.7% |
| Q3 2021 | $2,146,000 | +2.9% | 30,272 | +4.4% | 0.04% | +2.6% |
| Q2 2021 | $2,086,000 | +11.4% | 28,991 | +6.7% | 0.04% | +5.6% |
| Q1 2021 | $1,872,000 | +207.9% | 27,163 | +178.0% | 0.04% | +200.0% |
| Q4 2020 | $608,000 | +146.2% | 9,772 | +106.6% | 0.01% | +100.0% |
| Q2 2020 | $247,000 | – | 4,731 | – | 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% |