ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,148 | +37.5% | 7,172 | +44.2% | 0.39% | +36.3% |
| Q2 2023 | $389,315 | -14.3% | 4,975 | -19.2% | 0.29% | +6.6% |
| Q1 2023 | $454,048 | +11.0% | 6,154 | +6.2% | 0.27% | -22.6% |
| Q4 2022 | $409,181 | +34.2% | 5,793 | +44.3% | 0.35% | +80.4% |
| Q1 2022 | $305,000 | +1.7% | 4,015 | +2.1% | 0.19% | +9.6% |
| Q4 2021 | $300,000 | +23.5% | 3,934 | +14.6% | 0.18% | +12.7% |
| Q3 2021 | $243,000 | -51.9% | 3,432 | -51.1% | 0.16% | -43.3% |
| Q2 2021 | $505,000 | +16.6% | 7,013 | +11.5% | 0.28% | +7.4% |
| Q1 2021 | $433,000 | +74.6% | 6,290 | +230.0% | 0.26% | -7.5% |
| Q3 2014 | $248,000 | -20.5% | 1,906 | -19.3% | 0.28% | -17.9% |
| Q2 2014 | $312,000 | – | 2,361 | – | 0.34% | – |
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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% |