ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,638 | -4.7% | 3,587 | 0.0% | 0.04% | -4.5% |
| Q2 2023 | $280,693 | +6.5% | 3,587 | +0.4% | 0.04% | +4.8% |
| Q1 2023 | $263,662 | +5.0% | 3,574 | +0.5% | 0.04% | +5.0% |
| Q4 2022 | $251,179 | +13.7% | 3,556 | +0.6% | 0.04% | +5.3% |
| Q3 2022 | $221,000 | -6.0% | 3,535 | +0.7% | 0.04% | -2.6% |
| Q2 2022 | $235,000 | -11.3% | 3,509 | +0.4% | 0.04% | -4.9% |
| Q1 2022 | $265,000 | 0.0% | 3,494 | +0.5% | 0.04% | -12.8% |
| Q4 2021 | $265,000 | +8.2% | 3,477 | +0.5% | 0.05% | +11.9% |
| Q3 2021 | $245,000 | -0.8% | 3,459 | +0.6% | 0.04% | +7.7% |
| Q2 2021 | $247,000 | +4.7% | 3,438 | +0.4% | 0.04% | 0.0% |
| Q1 2021 | $236,000 | +11.3% | 3,426 | +0.5% | 0.04% | +8.3% |
| Q4 2020 | $212,000 | -49.6% | 3,409 | -49.0% | 0.04% | -50.0% |
| Q4 2019 | $421,000 | +9.1% | 6,686 | 0.0% | 0.07% | +16.1% |
| Q3 2019 | $386,000 | – | 6,686 | – | 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% |