ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 466 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,908 | -4.7% | 11,095 | 0.0% | 0.04% | -4.3% |
| Q2 2023 | $868,295 | +6.1% | 11,095 | 0.0% | 0.05% | -9.6% |
| Q1 2023 | $818,590 | +4.5% | 11,095 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $783,641 | +14.6% | 11,095 | +1.6% | 0.05% | +4.0% |
| Q3 2022 | $684,000 | -6.3% | 10,922 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $730,000 | -15.8% | 10,922 | -4.4% | 0.05% | -5.7% |
| Q1 2022 | $867,000 | -0.6% | 11,422 | 0.0% | 0.05% | +3.9% |
| Q4 2021 | $872,000 | +18.5% | 11,422 | +9.9% | 0.05% | +8.5% |
| Q3 2021 | $736,000 | -1.6% | 10,389 | 0.0% | 0.05% | -4.1% |
| Q2 2021 | $748,000 | +4.5% | 10,389 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $716,000 | +10.8% | 10,389 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $646,000 | +14.5% | 10,389 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $564,000 | +3.9% | 10,389 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $543,000 | +13.1% | 10,389 | 0.0% | 0.05% | -5.6% |
| Q1 2020 | $480,000 | -26.7% | 10,389 | 0.0% | 0.05% | -6.9% |
| Q4 2019 | $655,000 | +9.2% | 10,389 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $600,000 | +1.9% | 10,389 | 0.0% | 0.06% | -3.3% |
| Q2 2019 | $589,000 | +3.3% | 10,389 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $570,000 | +11.8% | 10,389 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $510,000 | -13.0% | 10,389 | 0.0% | 0.06% | -11.8% |
| Q3 2018 | $586,000 | -48.6% | 10,389 | -51.2% | 0.07% | -6.8% |
| Q2 2018 | $1,141,000 | +97.1% | 21,268 | +95.2% | 0.07% | -56.0% |
| Q1 2018 | $579,000 | +62.2% | 10,894 | +288.5% | 0.17% | -6.7% |
| Q4 2015 | $357,000 | – | 2,804 | – | 0.18% | – |
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% |