ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,388 | -81.0% | 32 | -80.1% | 0.00% | – |
| Q2 2023 | $12,600 | +324.8% | 161 | +283.3% | 0.00% | – |
| Q4 2022 | $2,966 | -67.0% | 42 | -68.2% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 132 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 132 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | -9.1% | 132 | -13.7% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 153 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | 0.0% | 153 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | -82.5% | 153 | -86.8% | 0.00% | -100.0% |
| Q4 2020 | $63,000 | 0.0% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $63,000 | +3.3% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $61,000 | +13.0% | 1,161 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $54,000 | +157.1% | 1,161 | +256.1% | 0.00% | +200.0% |
| Q4 2019 | $21,000 | +10.5% | 326 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $19,000 | +5.6% | 326 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | -14.3% | 326 | -13.5% | 0.00% | 0.0% |
| Q1 2019 | $21,000 | -22.2% | 377 | -31.6% | 0.00% | -50.0% |
| Q4 2018 | $27,000 | +50.0% | 551 | +69.0% | 0.00% | +100.0% |
| Q3 2018 | $18,000 | -14.3% | 326 | -15.1% | 0.00% | 0.0% |
| Q2 2018 | $21,000 | +133.3% | 384 | +122.0% | 0.00% | – |
| Q1 2018 | $9,000 | -10.0% | 173 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $10,000 | +25.0% | 173 | +162.1% | 0.00% | -50.0% |
| Q1 2014 | $8,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $8,000 | +14.3% | 66 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | 0.0% | 66 | 0.0% | 0.00% | -33.3% |
| Q2 2013 | $7,000 | – | 66 | – | 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% |