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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $75,188 | -4.7% | 1,007 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $78,856 | +6.5% | 1,007 | +0.4% | 0.01% | 0.0% |
Q1 2023 | $74,071 | -3.2% | 1,003 | -7.4% | 0.01% | -16.7% |
Q4 2022 | $76,496 | +0.7% | 1,083 | -11.4% | 0.01% | 0.0% |
Q3 2022 | $76,000 | +7.0% | 1,223 | +14.5% | 0.01% | -14.3% |
Q2 2022 | $71,000 | -16.5% | 1,068 | -5.2% | 0.01% | 0.0% |
Q1 2022 | $85,000 | 0.0% | 1,127 | +0.4% | 0.01% | 0.0% |
Q4 2021 | $85,000 | -6.6% | 1,122 | -12.9% | 0.01% | -12.5% |
Q3 2021 | $91,000 | -21.6% | 1,288 | -20.4% | 0.01% | -33.3% |
Q2 2021 | $116,000 | +4.5% | 1,619 | +0.3% | 0.01% | 0.0% |
Q1 2021 | $111,000 | +8.8% | 1,614 | -1.8% | 0.01% | -7.7% |
Q4 2020 | $102,000 | -2.9% | 1,644 | -15.0% | 0.01% | -13.3% |
Q3 2020 | $105,000 | -24.5% | 1,935 | -27.7% | 0.02% | -31.8% |
Q2 2020 | $139,000 | +4533.3% | 2,676 | +3375.3% | 0.02% | +2100.0% |
Q1 2020 | $3,000 | -25.0% | 77 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $4,000 | -63.6% | 77 | -61.3% | 0.00% | -50.0% |
Q3 2019 | $11,000 | – | 199 | – | 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% |