ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $79,993 | -87.8% | 1,072 | -87.2% | 0.00% | -86.4% |
Q2 2023 | $657,854 | +37066.9% | 8,406 | -65.0% | 0.02% | -60.7% |
Q1 2023 | $1,770 | +109.0% | 23,994 | +100.1% | 0.06% | +60.0% |
Q4 2022 | $847 | – | 11,990 | +171185.7% | 0.04% | – |
Q3 2022 | $0 | -100.0% | 7 | -98.6% | 0.00% | – |
Q1 2022 | $38,000 | +375.0% | 506 | +347.8% | 0.00% | – |
Q2 2021 | $8,000 | -46.7% | 113 | -54.4% | 0.00% | – |
Q4 2020 | $15,000 | +200.0% | 248 | +148.0% | 0.00% | – |
Q2 2020 | $5,000 | -99.7% | 100 | -99.6% | 0.00% | -100.0% |
Q3 2019 | $1,511,000 | +6469.6% | 26,142 | +6276.1% | 0.10% | +5100.0% |
Q2 2019 | $23,000 | -97.7% | 410 | -97.7% | 0.00% | -96.7% |
Q1 2019 | $998,000 | +310.7% | 18,218 | +323.0% | 0.06% | +238.9% |
Q3 2018 | $243,000 | -83.9% | 4,307 | -84.6% | 0.02% | -78.6% |
Q2 2018 | $1,505,000 | +78.7% | 28,039 | +76.9% | 0.08% | +16.7% |
Q1 2018 | $842,000 | +4331.6% | 15,846 | +3736.8% | 0.07% | +3500.0% |
Q3 2016 | $19,000 | – | 413 | – | 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% |