ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,780,410 | -5.0% | 23,719 | -0.9% | 0.01% | 0.0% |
| Q2 2023 | $1,873,857 | +4.5% | 23,944 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $1,793,223 | -28.4% | 24,305 | -31.5% | 0.01% | -28.6% |
| Q4 2022 | $2,506,164 | +52.5% | 35,483 | +35.2% | 0.01% | +40.0% |
| Q3 2022 | $1,643,000 | -21.6% | 26,250 | -16.2% | 0.01% | -16.7% |
| Q2 2022 | $2,095,000 | -13.5% | 31,326 | -1.9% | 0.01% | 0.0% |
| Q1 2022 | $2,422,000 | +8.0% | 31,921 | +8.7% | 0.01% | 0.0% |
| Q4 2021 | $2,243,000 | +3.2% | 29,378 | -4.2% | 0.01% | 0.0% |
| Q3 2021 | $2,173,000 | -1.8% | 30,664 | -0.3% | 0.01% | 0.0% |
| Q2 2021 | $2,212,000 | +0.3% | 30,745 | -4.0% | 0.01% | -14.3% |
| Q1 2021 | $2,206,000 | +9.4% | 32,022 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $2,016,000 | +14.9% | 32,424 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $1,754,000 | +9.2% | 32,317 | +5.1% | 0.01% | 0.0% |
| Q2 2020 | $1,606,000 | -80.7% | 30,756 | -82.9% | 0.01% | -84.4% |
| Q1 2020 | $8,308,000 | +1652.7% | 179,898 | +2291.3% | 0.04% | +2150.0% |
| Q4 2019 | $474,000 | +7800.0% | 7,523 | +6066.4% | 0.00% | – |
| Q1 2018 | $6,000 | – | 122 | – | 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% |