ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $476 | -99.9% | 6,746 | -1.0% | 0.02% | 0.0% |
| Q3 2022 | $427,000 | -3.6% | 6,813 | +2.8% | 0.02% | 0.0% |
| Q2 2022 | $443,000 | -12.1% | 6,628 | -0.2% | 0.02% | 0.0% |
| Q1 2022 | $504,000 | +3.7% | 6,644 | +4.4% | 0.02% | +7.1% |
| Q4 2021 | $486,000 | -23.8% | 6,365 | -29.3% | 0.01% | -30.0% |
| Q3 2021 | $638,000 | -1.1% | 9,005 | +0.4% | 0.02% | -4.8% |
| Q2 2021 | $645,000 | +4.7% | 8,968 | +0.3% | 0.02% | -4.5% |
| Q1 2021 | $616,000 | +10.4% | 8,944 | -0.3% | 0.02% | 0.0% |
| Q4 2020 | $558,000 | +17.5% | 8,971 | +2.5% | 0.02% | +4.8% |
| Q3 2020 | $475,000 | +4.4% | 8,752 | +0.6% | 0.02% | -4.5% |
| Q2 2020 | $455,000 | +13.8% | 8,704 | +0.4% | 0.02% | 0.0% |
| Q1 2020 | $400,000 | -26.3% | 8,669 | +0.7% | 0.02% | -12.0% |
| Q4 2019 | $543,000 | +5.0% | 8,610 | -3.7% | 0.02% | -7.4% |
| Q3 2019 | $517,000 | +6.2% | 8,939 | +4.0% | 0.03% | +3.8% |
| Q2 2019 | $487,000 | +12.0% | 8,598 | +8.5% | 0.03% | +4.0% |
| Q1 2019 | $435,000 | -6.2% | 7,925 | -16.2% | 0.02% | -16.7% |
| Q4 2018 | $464,000 | -12.1% | 9,462 | +1.0% | 0.03% | -6.2% |
| Q3 2018 | $528,000 | +5.6% | 9,365 | +0.5% | 0.03% | 0.0% |
| Q2 2018 | $500,000 | +1.0% | 9,319 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $495,000 | -3.7% | 9,319 | +0.5% | 0.03% | -5.9% |
| Q4 2017 | $514,000 | +6.9% | 9,276 | +0.9% | 0.03% | +3.0% |
| Q3 2017 | $481,000 | +14.5% | 9,196 | +11.6% | 0.03% | +3.1% |
| Q2 2017 | $420,000 | – | 8,242 | – | 0.03% | – |
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% |