ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,037 | -94.4% | 43 | -93.9% | 0.00% | -100.0% |
| Q1 2022 | $54,000 | -92.5% | 706 | -92.6% | 0.00% | -93.3% |
| Q4 2021 | $724,000 | +12.4% | 9,483 | +4.4% | 0.04% | 0.0% |
| Q3 2021 | $644,000 | +7.7% | 9,081 | +9.3% | 0.04% | +12.5% |
| Q2 2021 | $598,000 | +56.1% | 8,311 | +49.5% | 0.04% | +48.1% |
| Q1 2021 | $383,000 | +372.8% | 5,560 | +325.4% | 0.03% | +285.7% |
| Q4 2020 | $81,000 | -92.8% | 1,307 | -94.0% | 0.01% | -92.3% |
| Q2 2020 | $1,129,000 | +37533.3% | 21,608 | +34751.6% | 0.09% | – |
| Q1 2020 | $3,000 | -72.7% | 62 | -63.3% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | -52.2% | 169 | -57.9% | 0.00% | -50.0% |
| Q3 2019 | $23,000 | +130.0% | 401 | +137.3% | 0.00% | +100.0% |
| Q2 2019 | $10,000 | +11.1% | 169 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 169 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | – | 169 | – | 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% |