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 | $10,667 | -79.3% | 142,957 | -78.3% | 0.05% | -78.7% |
| Q2 2023 | $51,484 | +11.8% | 657,853 | +5.4% | 0.24% | +4.0% |
| Q1 2023 | $46,044 | +162.3% | 624,075 | +151.1% | 0.23% | +148.4% |
| Q4 2022 | $17,554 | -99.9% | 248,529 | -18.2% | 0.09% | -15.0% |
| Q3 2022 | $19,020,000 | -5.1% | 303,787 | +1.4% | 0.11% | -0.9% |
| Q2 2022 | $20,047,000 | -37.6% | 299,739 | -29.3% | 0.11% | -27.0% |
| Q1 2022 | $32,144,000 | -9.6% | 423,671 | -9.1% | 0.15% | -6.9% |
| Q4 2021 | $35,574,000 | +12.7% | 465,998 | +4.6% | 0.16% | +1.9% |
| Q3 2021 | $31,576,000 | -45.8% | 445,484 | -44.9% | 0.16% | -43.9% |
| Q2 2021 | $58,212,000 | +5.9% | 808,944 | +1.4% | 0.28% | -7.0% |
| Q1 2021 | $54,968,000 | +316.8% | 797,789 | +276.2% | 0.30% | +288.3% |
| Q4 2020 | $13,188,000 | +21.0% | 212,062 | +5.6% | 0.08% | +4.1% |
| Q3 2020 | $10,900,000 | +8.4% | 200,766 | +4.3% | 0.07% | -2.6% |
| Q2 2020 | $10,055,000 | +30.3% | 192,505 | +15.2% | 0.08% | +2.7% |
| Q1 2020 | $7,718,000 | +0.8% | 167,131 | +37.5% | 0.07% | +25.4% |
| Q4 2019 | $7,659,000 | +20.7% | 121,539 | +10.7% | 0.06% | +5.4% |
| Q3 2019 | $6,344,000 | +22.1% | 109,754 | +19.6% | 0.06% | +16.7% |
| Q2 2019 | $5,197,000 | +4.7% | 91,746 | +1.3% | 0.05% | +2.1% |
| Q1 2019 | $4,964,000 | +20.0% | 90,527 | +7.4% | 0.05% | +2.2% |
| Q4 2018 | $4,136,000 | +14.4% | 84,251 | +31.4% | 0.05% | +31.4% |
| Q3 2018 | $3,616,000 | +25.5% | 64,131 | +19.5% | 0.04% | +16.7% |
| Q2 2018 | $2,881,000 | +5.1% | 53,663 | +4.0% | 0.03% | -3.2% |
| Q1 2018 | $2,742,000 | +12.2% | 51,616 | +17.0% | 0.03% | +6.9% |
| Q4 2017 | $2,444,000 | +29.1% | 44,108 | +22.0% | 0.03% | +16.0% |
| Q3 2017 | $1,893,000 | +16.6% | 36,154 | +13.4% | 0.02% | +4.2% |
| Q2 2017 | $1,624,000 | +2.5% | 31,873 | +1.6% | 0.02% | -11.1% |
| Q1 2017 | $1,584,000 | +44.5% | 31,373 | +40.6% | 0.03% | +28.6% |
| Q4 2016 | $1,096,000 | +37.0% | 22,311 | +28.5% | 0.02% | +40.0% |
| Q3 2016 | $800,000 | +83.5% | 17,357 | +434.7% | 0.02% | +66.7% |
| Q2 2016 | $436,000 | +47.8% | 3,246 | +41.9% | 0.01% | +28.6% |
| Q1 2016 | $295,000 | – | 2,288 | – | 0.01% | – |
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% |