ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 94 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,097 | -11.4% | 3,231 | -7.1% | 0.00% | 0.0% |
| Q2 2023 | $272,110 | +1690.9% | 3,477 | -98.4% | 0.00% | -98.2% |
| Q4 2022 | $15,194 | -99.5% | 215,125 | +331.0% | 0.23% | +336.5% |
| Q3 2022 | $3,125,000 | +7.7% | 49,915 | +15.1% | 0.05% | +15.6% |
| Q2 2022 | $2,901,000 | -56.7% | 43,372 | -50.6% | 0.04% | -49.4% |
| Q4 2021 | $6,704,000 | -67.7% | 87,821 | -73.7% | 0.09% | -71.2% |
| Q4 2020 | $20,746,000 | +2358.1% | 333,591 | +2045.8% | 0.31% | +2107.1% |
| Q3 2020 | $844,000 | -4.0% | 15,546 | -7.6% | 0.01% | -6.7% |
| Q2 2020 | $879,000 | -78.1% | 16,825 | -80.7% | 0.02% | -80.3% |
| Q1 2020 | $4,018,000 | +120.5% | 87,006 | +170.5% | 0.08% | +162.1% |
| Q4 2019 | $1,822,000 | 0.0% | 32,167 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $1,822,000 | -93.8% | 32,167 | -94.6% | 0.03% | -94.7% |
| Q4 2018 | $29,233,000 | +3787.4% | 595,505 | +4367.1% | 0.55% | +4130.8% |
| Q3 2018 | $752,000 | -89.0% | 13,331 | -89.2% | 0.01% | -89.5% |
| Q4 2017 | $6,813,000 | +71.0% | 122,980 | +51.6% | 0.12% | +27.8% |
| Q4 2016 | $3,985,000 | -69.0% | 81,099 | -19.5% | 0.10% | -76.9% |
| Q4 2015 | $12,835,000 | +114.3% | 100,755 | +104.6% | 0.42% | +92.7% |
| Q3 2015 | $5,990,000 | +33.8% | 49,255 | +50.2% | 0.22% | +19.8% |
| Q4 2014 | $4,476,000 | +981.2% | 32,790 | +878.5% | 0.18% | +691.3% |
| Q4 2013 | $414,000 | – | 3,351 | – | 0.02% | – |
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% |