ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $603,303 | -7.9% | 8,085 | -3.4% | 0.01% | +10.0% |
| Q2 2023 | $654,801 | +103018.3% | 8,367 | -2.9% | 0.01% | -9.1% |
| Q1 2023 | $635 | -26.7% | 8,613 | -29.7% | 0.01% | -35.3% |
| Q4 2022 | $866 | -99.9% | 12,255 | +3.3% | 0.02% | 0.0% |
| Q3 2022 | $743,000 | +0.1% | 11,864 | +6.9% | 0.02% | +6.2% |
| Q2 2022 | $742,000 | -13.4% | 11,095 | -1.7% | 0.02% | 0.0% |
| Q1 2022 | $857,000 | +162.1% | 11,291 | +114.9% | 0.02% | +100.0% |
| Q4 2021 | $327,000 | +4.8% | 5,255 | +16.0% | 0.01% | +14.3% |
| Q1 2021 | $312,000 | -4.6% | 4,529 | -13.8% | 0.01% | -12.5% |
| Q4 2020 | $327,000 | +62.7% | 5,255 | +42.3% | 0.01% | +33.3% |
| Q3 2020 | $201,000 | -91.2% | 3,694 | -89.8% | 0.01% | -90.9% |
| Q4 2019 | $2,272,000 | +285.1% | 36,053 | +199.9% | 0.07% | +187.0% |
| Q4 2018 | $590,000 | – | 12,020 | – | 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% |