ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,100 | -4.7% | 4,183 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $327,324 | -39.7% | 4,183 | -43.2% | 0.04% | -34.0% |
| Q1 2023 | $542,912 | +4.5% | 7,359 | 0.0% | 0.05% | +6.0% |
| Q4 2022 | $519,732 | -99.4% | 7,359 | +566.6% | 0.05% | +614.3% |
| Q1 2022 | $83,769,000 | -0.3% | 1,104 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $84,062,000 | +8.4% | 1,101 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $77,560,000 | +35807.4% | 1,094 | -71.9% | 0.01% | -87.0% |
| Q4 2017 | $216,000 | – | 3,900 | – | 0.05% | – |
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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% |