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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $226,439 | +3.5% | 3,069 | -1.0% | 0.02% | -9.5% |
| Q4 2022 | $218,850 | +5.7% | 3,099 | +0.0% | 0.02% | -12.5% |
| Q2 2022 | $207,000 | -17.9% | 3,098 | -6.6% | 0.02% | -7.7% |
| Q1 2022 | $252,000 | +12.5% | 3,317 | +13.1% | 0.03% | +13.0% |
| Q4 2021 | $224,000 | +7.7% | 2,932 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $208,000 | -1.4% | 2,932 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $211,000 | +4.5% | 2,932 | +0.0% | 0.02% | 0.0% |
| Q1 2021 | $202,000 | +5.8% | 2,931 | -13.5% | 0.02% | -51.2% |
| Q3 2018 | $191,000 | -13.2% | 3,390 | -18.3% | 0.04% | -17.3% |
| Q1 2018 | $220,000 | +4.8% | 4,148 | +9.3% | 0.05% | +2.0% |
| Q4 2017 | $210,000 | +32.1% | 3,794 | +24.8% | 0.05% | +24.4% |
| Q3 2017 | $159,000 | +6.0% | 3,040 | +3.4% | 0.04% | -2.4% |
| Q2 2017 | $150,000 | – | 2,940 | – | 0.04% | – |
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% |