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 | $255,249 | -3.2% | 3,401 | +0.9% | 0.03% | 0.0% |
Q2 2023 | $263,737 | +6.1% | 3,370 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $248,639 | -0.7% | 3,370 | -4.9% | 0.03% | -3.1% |
Q4 2022 | $250,383 | +12.3% | 3,545 | -0.4% | 0.03% | +3.2% |
Q3 2022 | $223,000 | -6.3% | 3,560 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $238,000 | -11.9% | 3,560 | 0.0% | 0.03% | 0.0% |
Q1 2022 | $270,000 | -0.7% | 3,560 | 0.0% | 0.03% | -3.1% |
Q4 2021 | $272,000 | +7.9% | 3,560 | 0.0% | 0.03% | -3.0% |
Q3 2021 | $252,000 | -7.4% | 3,560 | -5.8% | 0.03% | -13.2% |
Q2 2021 | $272,000 | +4.6% | 3,780 | 0.0% | 0.04% | -5.0% |
Q1 2021 | $260,000 | -10.0% | 3,780 | -18.8% | 0.04% | -18.4% |
Q4 2020 | $289,000 | +7.0% | 4,655 | -6.2% | 0.05% | -7.5% |
Q3 2020 | $270,000 | +8.9% | 4,965 | +4.4% | 0.05% | 0.0% |
Q2 2020 | $248,000 | +3.3% | 4,755 | -8.4% | 0.05% | -15.9% |
Q1 2020 | $240,000 | -30.8% | 5,192 | -5.8% | 0.06% | -13.7% |
Q4 2019 | $347,000 | +14.1% | 5,512 | +5.0% | 0.07% | +2.8% |
Q3 2019 | $304,000 | +0.3% | 5,252 | -1.7% | 0.07% | -4.1% |
Q2 2019 | $303,000 | +4.8% | 5,345 | +1.5% | 0.07% | 0.0% |
Q1 2019 | $289,000 | +5.5% | 5,265 | -1.9% | 0.07% | -5.1% |
Q4 2018 | $274,000 | -52.1% | 5,365 | -48.3% | 0.08% | 0.0% |
Q3 2018 | $572,000 | +124.3% | 10,380 | +118.3% | 0.08% | +8.3% |
Q2 2018 | $255,000 | +20.3% | 4,755 | +19.2% | 0.07% | +14.3% |
Q1 2018 | $212,000 | – | 3,990 | – | 0.06% | – |
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% |