ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $9,311,000 | +1.0% | 173,472 | -0.1% | 0.83% | -4.1% |
| Q1 2018 | $9,223,000 | -22.7% | 173,640 | -19.4% | 0.87% | -25.9% |
| Q4 2017 | $11,929,000 | +5.8% | 215,325 | 0.0% | 1.17% | -4.3% |
| Q3 2017 | $11,272,000 | -18.6% | 215,325 | -20.8% | 1.22% | -22.3% |
| Q2 2017 | $13,841,000 | -0.9% | 271,725 | -1.8% | 1.58% | -7.8% |
| Q1 2017 | $13,964,000 | +2.7% | 276,641 | -0.1% | 1.71% | -2.2% |
| Q4 2016 | $13,602,000 | – | 276,831 | – | 1.75% | – |
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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% |