ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,488 | -46.5% | 2,982 | -43.9% | 0.01% | -47.4% |
| Q2 2023 | $415,609 | -21.0% | 5,311 | -25.5% | 0.02% | -17.4% |
| Q1 2023 | $525,759 | +4.6% | 7,126 | +0.1% | 0.02% | -4.2% |
| Q4 2022 | $502,689 | +6.7% | 7,117 | -5.4% | 0.02% | -11.1% |
| Q3 2022 | $471,000 | -4.7% | 7,527 | +1.9% | 0.03% | -10.0% |
| Q2 2022 | $494,000 | -10.3% | 7,386 | +1.7% | 0.03% | -9.1% |
| Q1 2022 | $551,000 | -18.4% | 7,263 | -17.8% | 0.03% | -17.5% |
| Q4 2021 | $675,000 | +19.3% | 8,837 | +10.7% | 0.04% | +8.1% |
| Q3 2021 | $566,000 | -2.4% | 7,983 | -0.9% | 0.04% | -5.1% |
| Q2 2021 | $580,000 | +15.5% | 8,056 | +10.6% | 0.04% | +8.3% |
| Q1 2021 | $502,000 | +13.3% | 7,286 | +2.4% | 0.04% | -7.7% |
| Q4 2020 | $443,000 | -0.2% | 7,116 | -13.0% | 0.04% | -20.4% |
| Q3 2020 | $444,000 | -20.7% | 8,182 | -23.7% | 0.05% | -30.0% |
| Q2 2020 | $560,000 | +25.6% | 10,719 | +11.1% | 0.07% | +7.7% |
| Q1 2020 | $446,000 | -3.5% | 9,647 | +31.7% | 0.06% | +10.2% |
| Q4 2019 | $462,000 | +155.2% | 7,325 | +133.9% | 0.06% | +126.9% |
| Q3 2019 | $181,000 | -10.0% | 3,132 | -11.7% | 0.03% | -18.8% |
| Q2 2019 | $201,000 | +128.4% | 3,546 | +119.8% | 0.03% | +113.3% |
| Q1 2019 | $88,000 | 0.0% | 1,613 | -9.6% | 0.02% | -11.8% |
| Q4 2018 | $88,000 | -42.1% | 1,784 | -34.0% | 0.02% | -39.3% |
| Q3 2018 | $152,000 | +0.7% | 2,701 | -4.2% | 0.03% | -6.7% |
| Q2 2018 | $151,000 | +143.5% | 2,820 | +142.5% | 0.03% | +114.3% |
| Q1 2018 | $62,000 | -36.7% | 1,163 | -34.1% | 0.01% | -44.0% |
| Q4 2017 | $98,000 | +18.1% | 1,765 | +11.3% | 0.02% | 0.0% |
| Q3 2017 | $83,000 | – | 1,586 | – | 0.02% | – |
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% |