ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 83 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $205,578 | -53.3% | 2,755 | -51.0% | 0.00% | -71.4% |
Q2 2023 | $440,213 | +67.4% | 5,625 | +51.4% | 0.01% | -12.5% |
Q3 2021 | $263,000 | +1.9% | 3,716 | -16.9% | 0.01% | +300.0% |
Q3 2019 | $258,000 | -91.9% | 4,471 | -92.7% | 0.00% | -99.3% |
Q3 2017 | $3,199,000 | +1084.8% | 61,105 | +2656.2% | 0.29% | -31.1% |
Q3 2015 | $270,000 | +20.0% | 2,217 | +32.8% | 0.42% | +83.5% |
Q1 2015 | $225,000 | – | 1,670 | – | 0.23% | – |
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% |