ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $544,667 | +50.4% | 7,382 | +44.0% | 0.10% | -4.0% |
| Q4 2022 | $362,087 | +8.1% | 5,127 | -4.2% | 0.10% | +3.1% |
| Q3 2022 | $335,000 | -6.4% | 5,349 | 0.0% | 0.10% | +64.4% |
| Q2 2022 | $358,000 | -45.2% | 5,349 | -37.8% | 0.06% | -32.2% |
| Q1 2022 | $653,000 | -21.4% | 8,600 | -21.0% | 0.09% | -13.0% |
| Q4 2021 | $831,000 | +79.1% | 10,891 | +66.5% | 0.10% | +66.7% |
| Q3 2021 | $464,000 | +2.2% | 6,542 | +3.7% | 0.06% | -3.2% |
| Q2 2021 | $454,000 | – | 6,309 | – | 0.06% | – |
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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% |