ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,790 | -4.7% | 4,500 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $352,170 | +6.1% | 4,500 | 0.0% | 0.14% | +3.0% |
| Q1 2023 | $332,010 | +4.5% | 4,500 | 0.0% | 0.13% | +8.2% |
| Q4 2022 | $317,835 | +12.7% | 4,500 | 0.0% | 0.12% | +14.0% |
| Q3 2022 | $282,000 | -6.3% | 4,500 | 0.0% | 0.11% | +50.7% |
| Q2 2022 | $301,000 | -11.7% | 4,500 | 0.0% | 0.07% | -2.7% |
| Q1 2022 | $341,000 | -0.9% | 4,500 | 0.0% | 0.07% | +2.8% |
| Q4 2021 | $344,000 | +7.8% | 4,500 | 0.0% | 0.07% | +6.0% |
| Q3 2021 | $319,000 | -1.5% | 4,500 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $324,000 | +4.5% | 4,500 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $310,000 | +10.7% | 4,500 | 0.0% | 0.07% | +10.0% |
| Q4 2020 | $280,000 | +14.8% | 4,500 | 0.0% | 0.06% | +9.1% |
| Q3 2020 | $244,000 | +3.8% | 4,500 | 0.0% | 0.06% | +3.8% |
| Q2 2020 | $235,000 | +13.0% | 4,500 | 0.0% | 0.05% | +6.0% |
| Q1 2020 | $208,000 | -26.8% | 4,500 | 0.0% | 0.05% | -18.0% |
| Q4 2019 | $284,000 | +9.2% | 4,500 | 0.0% | 0.06% | +5.2% |
| Q3 2019 | $260,000 | +2.0% | 4,500 | 0.0% | 0.06% | +38.1% |
| Q2 2019 | $255,000 | +3.2% | 4,500 | 0.0% | 0.04% | +2.4% |
| Q1 2019 | $247,000 | – | 4,500 | – | 0.04% | – |
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% |