ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $939,564 | +84.6% | 12,587 | +93.6% | 0.04% | +89.5% |
| Q2 2023 | $509,039 | +8.5% | 6,500 | +2.3% | 0.02% | 0.0% |
| Q1 2023 | $469,137 | -3.6% | 6,353 | -7.8% | 0.02% | -20.8% |
| Q4 2022 | $486,831 | +11.4% | 6,892 | -1.2% | 0.02% | +4.3% |
| Q3 2022 | $437,000 | -4.6% | 6,979 | +2.1% | 0.02% | 0.0% |
| Q2 2022 | $458,000 | -10.2% | 6,837 | +1.9% | 0.02% | +9.5% |
| Q1 2022 | $510,000 | -11.5% | 6,712 | -11.0% | 0.02% | -16.0% |
| Q4 2021 | $576,000 | -5.6% | 7,544 | -12.3% | 0.02% | -16.7% |
| Q3 2021 | $610,000 | -17.8% | 8,602 | -16.6% | 0.03% | -18.9% |
| Q2 2021 | $742,000 | +0.1% | 10,312 | -4.1% | 0.04% | -15.9% |
| Q1 2021 | $741,000 | -1.1% | 10,750 | -10.7% | 0.04% | -15.4% |
| Q4 2020 | $749,000 | +35.7% | 12,039 | +13.8% | 0.05% | +6.1% |
| Q2 2020 | $552,000 | -24.1% | 10,578 | -32.8% | 0.05% | -36.4% |
| Q1 2020 | $727,000 | -27.4% | 15,740 | -1.0% | 0.08% | 0.0% |
| Q4 2019 | $1,002,000 | -5.9% | 15,894 | -13.7% | 0.08% | -29.4% |
| Q3 2019 | $1,065,000 | -54.6% | 18,424 | -55.0% | 0.11% | -58.6% |
| Q2 2019 | $2,347,000 | – | 40,917 | – | 0.26% | – |
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% |