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 | $9,672,914 | -8.8% | 129,629 | -4.3% | 0.08% | -6.7% |
| Q2 2023 | $10,600,842 | +11.1% | 135,457 | +4.7% | 0.09% | +7.2% |
| Q1 2023 | $9,544,132 | +5.6% | 129,359 | +1.1% | 0.08% | -1.2% |
| Q4 2022 | $9,038,802 | +16.2% | 127,974 | +3.0% | 0.08% | -45.8% |
| Q3 2022 | $7,781,000 | -0.4% | 124,271 | +6.4% | 0.16% | +25.0% |
| Q2 2022 | $7,815,000 | +0.2% | 116,850 | +13.7% | 0.12% | +10.7% |
| Q1 2022 | $7,797,000 | -1.1% | 102,767 | -0.5% | 0.11% | -0.9% |
| Q4 2021 | $7,881,000 | +26.4% | 103,232 | +17.4% | 0.11% | +14.1% |
| Q3 2021 | $6,235,000 | +1.1% | 87,964 | +2.6% | 0.10% | 0.0% |
| Q2 2021 | $6,169,000 | +23.2% | 85,734 | +17.9% | 0.10% | 0.0% |
| Q1 2021 | $5,008,000 | -3.5% | 72,688 | -12.9% | 0.10% | -3.9% |
| Q4 2020 | $5,191,000 | +178.0% | 83,452 | +142.7% | 0.10% | -32.7% |
| Q3 2020 | $1,867,000 | +22.3% | 34,381 | +17.7% | 0.15% | +8.5% |
| Q2 2020 | $1,526,000 | +19.8% | 29,217 | +5.9% | 0.14% | -9.6% |
| Q1 2020 | $1,274,000 | -17.1% | 27,580 | +12.9% | 0.16% | +1.3% |
| Q4 2019 | $1,536,000 | +67.7% | 24,429 | +54.6% | 0.15% | +38.7% |
| Q3 2019 | $916,000 | +88.5% | 15,801 | +83.6% | 0.11% | +76.2% |
| Q2 2019 | $486,000 | +55.8% | 8,605 | +51.5% | 0.06% | +43.2% |
| Q1 2019 | $312,000 | – | 5,681 | – | 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% |