ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,304,272 | -4.4% | 17,479 | +0.2% | 0.22% | -1.8% |
| Q2 2023 | $1,364,843 | +6.7% | 17,440 | +0.6% | 0.22% | -2.6% |
| Q1 2023 | $1,279,541 | +5.2% | 17,343 | +0.7% | 0.23% | -3.0% |
| Q4 2022 | $1,216,619 | +66.4% | 17,225 | +47.6% | 0.23% | +51.9% |
| Q3 2022 | $731,000 | +34.4% | 11,671 | +43.5% | 0.15% | +32.8% |
| Q2 2022 | $544,000 | -16.3% | 8,134 | -5.1% | 0.12% | -4.9% |
| Q1 2022 | $650,000 | +2.5% | 8,568 | +3.1% | 0.12% | 0.0% |
| Q4 2021 | $634,000 | +8.2% | 8,311 | +0.5% | 0.12% | +1.7% |
| Q3 2021 | $586,000 | +2.1% | 8,269 | +3.6% | 0.12% | -7.0% |
| Q2 2021 | $574,000 | +4.7% | 7,980 | +0.4% | 0.13% | -3.7% |
| Q1 2021 | $548,000 | +11.4% | 7,951 | +0.5% | 0.13% | +8.1% |
| Q4 2020 | $492,000 | +21.5% | 7,911 | +6.1% | 0.12% | -15.1% |
| Q3 2020 | $405,000 | +4.7% | 7,454 | +0.7% | 0.15% | -2.7% |
| Q2 2020 | $387,000 | – | 7,400 | – | 0.15% | – |
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% |