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 | $18,506 | -56.4% | 248 | -54.2% | 0.00% | -50.0% |
Q2 2023 | $42,417 | +6.1% | 542 | 0.0% | 0.00% | -20.0% |
Q1 2023 | $39,989 | +58.6% | 542 | +51.8% | 0.01% | +66.7% |
Q4 2022 | $25,215 | +14.6% | 357 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $22,000 | -47.6% | 357 | -42.9% | 0.00% | -40.0% |
Q2 2022 | $42,000 | +110.0% | 625 | +133.2% | 0.01% | +150.0% |
Q1 2022 | $20,000 | -55.6% | 268 | -54.7% | 0.00% | -60.0% |
Q4 2021 | $45,000 | -74.1% | 592 | -75.8% | 0.01% | -77.3% |
Q3 2021 | $174,000 | -25.6% | 2,448 | -24.6% | 0.02% | -24.1% |
Q2 2021 | $234,000 | +836.0% | 3,245 | +721.5% | 0.03% | +625.0% |
Q4 2020 | $25,000 | – | 395 | – | 0.00% | – |
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% |