ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,429,559 | +15.3% | 146,046 | +8.7% | 0.39% | +22.4% |
| Q1 2023 | $9,915,957 | +170.8% | 134,399 | +159.3% | 0.32% | +133.3% |
| Q4 2022 | $3,661,234 | – | 51,837 | +128.1% | 0.14% | – |
| Q3 2022 | $0 | -100.0% | 22,724 | -16.2% | 0.00% | -100.0% |
| Q2 2022 | $1,814,000 | +131.1% | 27,125 | +162.6% | 0.05% | +170.0% |
| Q1 2022 | $785,000 | +33.5% | 10,330 | +34.1% | 0.02% | +33.3% |
| Q4 2021 | $588,000 | – | 7,703 | – | 0.02% | – |
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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% |