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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,134 | -97.5% | 42 | -97.9% | 0.00% | -100.0% |
| Q4 2020 | $125,000 | +14.7% | 2,005 | 0.0% | 0.04% | +2.6% |
| Q3 2020 | $109,000 | +137.0% | 2,005 | +150.3% | 0.04% | +192.3% |
| Q3 2019 | $46,000 | +7.0% | 801 | +4.4% | 0.01% | 0.0% |
| Q2 2019 | $43,000 | -34.8% | 767 | -36.2% | 0.01% | -35.0% |
| Q1 2019 | $66,000 | +100.0% | 1,202 | +79.7% | 0.02% | +81.8% |
| Q4 2018 | $33,000 | -28.3% | 669 | -18.6% | 0.01% | -26.7% |
| Q3 2018 | $46,000 | +4.5% | 822 | 0.0% | 0.02% | -31.8% |
| Q2 2018 | $44,000 | +2.3% | 822 | +1.4% | 0.02% | -4.3% |
| Q1 2018 | $43,000 | -4.4% | 811 | -0.6% | 0.02% | -8.0% |
| Q4 2017 | $45,000 | – | 816 | – | 0.02% | – |
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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% |