ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,855,081 | -5.0% | 65,064 | -0.4% | 0.10% | -7.1% |
| Q2 2023 | $5,110,322 | +4.0% | 65,299 | -2.0% | 0.11% | -1.7% |
| Q1 2023 | $4,915,732 | +3.5% | 66,627 | -0.9% | 0.12% | -16.7% |
| Q4 2022 | $4,750,122 | +11.3% | 67,254 | -1.3% | 0.14% | -12.7% |
| Q3 2022 | $4,268,000 | -6.3% | 68,171 | +0.1% | 0.16% | -19.4% |
| Q2 2022 | $4,555,000 | -9.5% | 68,114 | +2.7% | 0.20% | +3.2% |
| Q1 2022 | $5,034,000 | +7.3% | 66,345 | +7.9% | 0.19% | +14.5% |
| Q4 2021 | $4,692,000 | +33.3% | 61,462 | +23.8% | 0.17% | +18.6% |
| Q3 2021 | $3,520,000 | +14566.7% | 49,659 | +10202.7% | 0.14% | +3400.0% |
| Q4 2018 | $24,000 | -46.7% | 482 | -39.8% | 0.00% | -63.6% |
| Q3 2018 | $45,000 | +4.7% | 800 | 0.0% | 0.01% | +22.2% |
| Q2 2018 | $43,000 | +2.4% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $42,000 | -4.5% | 800 | 0.0% | 0.01% | +80.0% |
| Q4 2017 | $44,000 | – | 800 | – | 0.01% | – |
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% |