ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 264 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,845 | +6.0% | 23,578 | 0.0% | 0.25% | +2.4% |
| Q1 2023 | $1,740 | +4.9% | 23,578 | +0.4% | 0.25% | -1.6% |
| Q4 2022 | $1,659 | -99.9% | 23,478 | +0.3% | 0.25% | +3.3% |
| Q3 2022 | $1,465,000 | -6.2% | 23,406 | +0.2% | 0.24% | +2.1% |
| Q2 2022 | $1,562,000 | -12.6% | 23,351 | -0.8% | 0.24% | +2.6% |
| Q1 2022 | $1,787,000 | -73.5% | 23,551 | -73.3% | 0.23% | -68.1% |
| Q4 2021 | $6,736,000 | -2.2% | 88,197 | -9.2% | 0.72% | -5.4% |
| Q3 2021 | $6,887,000 | -0.5% | 97,162 | +1.0% | 0.77% | -0.3% |
| Q2 2021 | $6,922,000 | +4.8% | 96,206 | +0.3% | 0.77% | -1.2% |
| Q1 2021 | $6,606,000 | +34.0% | 95,876 | +20.9% | 0.78% | +24.7% |
| Q4 2020 | $4,931,000 | +15.0% | 79,276 | +0.4% | 0.62% | -1.3% |
| Q3 2020 | $4,287,000 | +3.9% | 78,976 | 0.0% | 0.63% | -6.8% |
| Q2 2020 | $4,125,000 | +9.4% | 78,976 | -3.3% | 0.68% | -6.6% |
| Q1 2020 | $3,771,000 | -25.4% | 81,661 | +1.9% | 0.72% | -6.2% |
| Q4 2019 | $5,052,000 | +24.1% | 80,161 | +13.8% | 0.77% | +14.5% |
| Q3 2019 | $4,070,000 | +2.0% | 70,411 | 0.0% | 0.68% | +7.7% |
| Q2 2019 | $3,989,000 | +10.7% | 70,411 | +7.2% | 0.63% | +6.3% |
| Q1 2019 | $3,602,000 | +29.0% | 65,686 | +15.5% | 0.59% | +13.2% |
| Q4 2018 | $2,792,000 | – | 56,875 | – | 0.52% | – |
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% |