ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $7,938,000 | +13.4% | 125,959 | +4.0% | 0.06% | +5.8% |
Q3 2019 | $7,000,000 | +10.8% | 121,088 | +8.6% | 0.05% | +8.3% |
Q2 2019 | $6,318,000 | +3.8% | 111,523 | +0.5% | 0.05% | -4.0% |
Q1 2019 | $6,085,000 | +5.9% | 110,988 | -5.2% | 0.05% | -10.7% |
Q4 2018 | $5,746,000 | -0.9% | 117,041 | +13.8% | 0.06% | -3.4% |
Q3 2018 | $5,799,000 | +24.3% | 102,836 | +18.4% | 0.06% | -9.4% |
Q2 2018 | $4,664,000 | +2.7% | 86,879 | +1.6% | 0.06% | +3.2% |
Q1 2018 | $4,542,000 | -30.4% | 85,482 | -27.4% | 0.06% | -28.7% |
Q4 2017 | $6,528,000 | +31.3% | 117,819 | +24.0% | 0.09% | +11.5% |
Q3 2017 | $4,972,000 | +18.7% | 94,980 | +15.5% | 0.08% | +5.4% |
Q2 2017 | $4,190,000 | +51.5% | 82,263 | +50.2% | 0.07% | +32.1% |
Q1 2017 | $2,765,000 | +5.0% | 54,779 | +2.2% | 0.06% | -6.7% |
Q4 2016 | $2,634,000 | +1.1% | 53,617 | -5.2% | 0.06% | -4.8% |
Q3 2016 | $2,606,000 | +6.1% | 56,551 | +208.9% | 0.06% | -3.1% |
Q2 2016 | $2,457,000 | – | 18,309 | – | 0.06% | – |
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% |