ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,401,765 | -13.4% | 58,989 | -9.2% | 0.02% | -15.0% |
| Q2 2023 | $5,083,746 | +4.9% | 64,960 | -1.1% | 0.02% | -4.8% |
| Q1 2023 | $4,845,716 | +1.7% | 65,678 | -2.6% | 0.02% | -12.5% |
| Q4 2022 | $4,763,689 | +1.0% | 67,446 | -10.5% | 0.02% | -11.1% |
| Q3 2022 | $4,716,000 | -0.3% | 75,331 | +6.6% | 0.03% | -10.0% |
| Q2 2022 | $4,728,000 | -21.1% | 70,694 | -10.5% | 0.03% | -23.1% |
| Q1 2022 | $5,994,000 | -35.8% | 79,003 | -35.4% | 0.04% | -39.1% |
| Q4 2021 | $9,335,000 | +3.0% | 122,288 | -4.4% | 0.06% | -14.7% |
| Q3 2021 | $9,064,000 | -1.4% | 127,874 | +0.1% | 0.08% | -12.8% |
| Q2 2021 | $9,192,000 | +46.2% | 127,734 | +40.0% | 0.09% | +26.5% |
| Q1 2021 | $6,287,000 | +342.7% | 91,252 | +299.7% | 0.07% | +257.9% |
| Q4 2020 | $1,420,000 | +20.9% | 22,830 | +5.6% | 0.02% | 0.0% |
| Q3 2020 | $1,175,000 | -15.4% | 21,627 | -18.8% | 0.02% | -17.4% |
| Q2 2020 | $1,389,000 | +131.5% | 26,647 | +95.6% | 0.02% | +76.9% |
| Q1 2020 | $600,000 | -63.0% | 13,624 | -46.8% | 0.01% | -50.0% |
| Q4 2019 | $1,620,000 | +1414.0% | 25,620 | +1282.6% | 0.03% | +550.0% |
| Q3 2019 | $107,000 | +1.9% | 1,853 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $105,000 | +2.9% | 1,853 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $102,000 | +12.1% | 1,853 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $91,000 | -13.3% | 1,853 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $105,000 | +6.1% | 1,853 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $99,000 | +1000.0% | 1,853 | +2509.9% | 0.01% | +150.0% |
| Q4 2013 | $9,000 | +12.5% | 71 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $8,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $8,000 | – | 71 | – | 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% |