ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 94 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $43,215,000 | -0.9% | 248,690 | -1.7% | 15.35% | -0.4% |
| Q2 2019 | $43,617,000 | +2.9% | 253,059 | -0.5% | 15.41% | -0.1% |
| Q1 2019 | $42,399,000 | +12.8% | 254,344 | -0.6% | 15.42% | +2.6% |
| Q4 2018 | $37,581,000 | -14.5% | 255,790 | +0.3% | 15.02% | -5.7% |
| Q3 2018 | $43,943,000 | +2.5% | 255,030 | -3.5% | 15.92% | -1.0% |
| Q2 2018 | $42,876,000 | +3.8% | 264,195 | -0.0% | 16.09% | -0.0% |
| Q1 2018 | $41,324,000 | -0.1% | 264,321 | +1.1% | 16.09% | -2.0% |
| Q4 2017 | $41,368,000 | +4.9% | 261,542 | -1.0% | 16.42% | -0.2% |
| Q3 2017 | $39,439,000 | +4.3% | 264,193 | +0.6% | 16.46% | -1.4% |
| Q2 2017 | $37,818,000 | +5.5% | 262,590 | +2.5% | 16.68% | -2.4% |
| Q1 2017 | $35,858,000 | +2.0% | 256,310 | -3.0% | 17.09% | +3.2% |
| Q4 2016 | $35,152,000 | +3.8% | 264,344 | +0.1% | 16.56% | +3.0% |
| Q3 2016 | $33,850,000 | +2.3% | 264,062 | -1.0% | 16.08% | -2.1% |
| Q2 2016 | $33,080,000 | +0.4% | 266,735 | -2.2% | 16.43% | -1.7% |
| Q1 2016 | $32,958,000 | +1.2% | 272,693 | +0.7% | 16.72% | -3.2% |
| Q4 2015 | $32,573,000 | +4.4% | 270,737 | -1.2% | 17.28% | +2.1% |
| Q3 2015 | $31,210,000 | -5.1% | 274,039 | +3.3% | 16.92% | -0.0% |
| Q2 2015 | $32,892,000 | -1.9% | 265,300 | -2.0% | 16.92% | -0.8% |
| Q1 2015 | $33,526,000 | +0.8% | 270,698 | -0.5% | 17.07% | -1.4% |
| Q4 2014 | $33,261,000 | – | 271,981 | – | 17.31% | – |
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% |