ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 266,735 | $33,080,000 | 16.43% |
ASPIRIANT, LLC | 668,860 | $89,808,000 | 8.48% |
Geneva Partners, LLC | 60,484 | $3,081,000 | 2.76% |
Financial Planning & Information Services, Inc. | 36,262 | $4,869,000 | 2.23% |
Oliver Luxxe Assets LLC | 13,729 | $1,843,000 | 1.57% |
Asset Management Group, Inc. | 23,687 | $3,180,000 | 1.38% |
TRUE Private Wealth Advisors | 30,191 | $4,053,000 | 1.36% |
Kalos Management, Inc. | 9,616 | $1,291,000 | 1.00% |
Independence Trust CO | 3,463 | $465,000 | 0.72% |
Barrington Strategic Wealth Management Group LLC | 8,265 | $1,110,000 | 0.64% |