ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $390,398 | +3.5% | 4,988 | -2.4% | 0.06% | -3.3% |
| Q1 2023 | $377,146 | +4.6% | 5,112 | +0.1% | 0.06% | +1.7% |
| Q4 2022 | $360,695 | +12.0% | 5,107 | -0.6% | 0.06% | +7.1% |
| Q3 2022 | $322,000 | -15.5% | 5,137 | +2.3% | 0.06% | +1.8% |
| Q1 2022 | $381,000 | +14.8% | 5,020 | +15.6% | 0.06% | +22.2% |
| Q4 2021 | $332,000 | +7.4% | 4,343 | -0.4% | 0.04% | 0.0% |
| Q3 2021 | $309,000 | -1.6% | 4,362 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $314,000 | +14.6% | 4,362 | +9.6% | 0.04% | +4.7% |
| Q1 2021 | $274,000 | +24.5% | 3,981 | +12.7% | 0.04% | +4.9% |
| Q4 2020 | $220,000 | +27.2% | 3,533 | +6.8% | 0.04% | +2.5% |
| Q2 2020 | $173,000 | +71.3% | 3,308 | +51.6% | 0.04% | +42.9% |
| Q1 2020 | $101,000 | +741.7% | 2,182 | +1024.7% | 0.03% | +833.3% |
| Q4 2019 | $12,000 | +9.1% | 194 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 194 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $11,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 194 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | – | 194 | – | 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% |