ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,150,743 | -3.4% | 109,230 | +1.3% | 0.01% | -6.7% |
| Q2 2023 | $8,438,776 | +640.2% | 107,830 | +492.5% | 0.02% | +650.0% |
| Q3 2022 | $1,140,000 | -37.3% | 18,200 | -33.1% | 0.00% | 0.0% |
| Q2 2022 | $1,819,000 | -22.3% | 27,200 | -11.8% | 0.00% | 0.0% |
| Q1 2022 | $2,340,000 | -0.6% | 30,840 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,355,000 | +7.7% | 30,840 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,186,000 | -1.5% | 30,840 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,219,000 | +15.9% | 30,840 | +10.9% | 0.00% | 0.0% |
| Q1 2021 | $1,915,000 | +212.4% | 27,800 | +182.3% | 0.00% | +100.0% |
| Q4 2020 | $613,000 | -14.7% | 9,849 | -25.6% | 0.00% | 0.0% |
| Q3 2020 | $719,000 | -34.0% | 13,240 | -23.4% | 0.00% | 0.0% |
| Q4 2019 | $1,090,000 | -80.4% | 17,293 | -84.7% | 0.00% | -83.3% |
| Q4 2018 | $5,565,000 | +1467.6% | 113,361 | +1470.5% | 0.01% | – |
| Q4 2016 | $355,000 | -83.3% | 7,218 | -56.7% | 0.00% | -100.0% |
| Q4 2015 | $2,122,000 | +393.5% | 16,656 | +371.2% | 0.00% | +100.0% |
| Q3 2015 | $430,000 | +110.8% | 3,535 | +136.0% | 0.00% | – |
| Q4 2014 | $204,000 | -0.5% | 1,498 | -10.0% | 0.00% | – |
| Q4 2013 | $205,000 | – | 1,664 | – | 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% |