ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,427 | -7.3% | 2,887 | -2.8% | 0.12% | +6.3% |
| Q2 2023 | $232,432 | +2.5% | 2,970 | -3.4% | 0.11% | -0.9% |
| Q1 2023 | $226,725 | +11.3% | 3,073 | +6.5% | 0.11% | +10.9% |
| Q4 2022 | $203,767 | -0.1% | 2,885 | -5.2% | 0.10% | -1.9% |
| Q2 2022 | $204,000 | -16.7% | 3,044 | -5.8% | 0.10% | -1.9% |
| Q1 2022 | $245,000 | -13.7% | 3,232 | -13.1% | 0.10% | -9.5% |
| Q4 2021 | $284,000 | +7.2% | 3,719 | -0.6% | 0.12% | -3.3% |
| Q3 2021 | $265,000 | -4.3% | 3,743 | -2.7% | 0.12% | -2.4% |
| Q2 2021 | $277,000 | +4.5% | 3,845 | 0.0% | 0.12% | +0.8% |
| Q1 2021 | $265,000 | – | 3,845 | – | 0.12% | – |
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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% |