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 | $16,208 | -4.5% | 217,210 | +0.2% | 1.38% | -2.2% |
| Q2 2023 | $16,963 | +8.5% | 216,754 | +2.3% | 1.41% | -17.8% |
| Q1 2023 | $15,638 | +4.5% | 211,948 | +0.1% | 1.72% | -4.4% |
| Q4 2022 | $14,959 | -99.9% | 211,791 | +12.3% | 1.80% | +17.7% |
| Q3 2022 | $11,805,000 | +299.1% | 188,542 | +326.4% | 1.53% | +323.9% |
| Q2 2022 | $2,958,000 | +2028.1% | 44,222 | +2313.9% | 0.36% | +2471.4% |
| Q1 2022 | $139,000 | – | 1,832 | – | 0.01% | – |
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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% |