ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $276,493 | +1.1% | 3,533 | -4.7% | 0.05% | -5.5% |
| Q1 2023 | $273,429 | +4.5% | 3,706 | 0.0% | 0.06% | +57.1% |
| Q4 2022 | $261,755 | -15.6% | 3,706 | -25.2% | 0.04% | -53.9% |
| Q3 2022 | $310,000 | +336.6% | 4,957 | +368.1% | 0.08% | +442.9% |
| Q2 2022 | $71,000 | +136.7% | 1,059 | +165.4% | 0.01% | +180.0% |
| Q1 2022 | $30,000 | -54.5% | 399 | -53.8% | 0.01% | -54.5% |
| Q4 2021 | $66,000 | -41.1% | 863 | -45.2% | 0.01% | -45.0% |
| Q3 2021 | $112,000 | -21.1% | 1,576 | -20.1% | 0.02% | -23.1% |
| Q2 2021 | $142,000 | -59.1% | 1,973 | -60.8% | 0.03% | -67.5% |
| Q1 2021 | $347,000 | -54.9% | 5,038 | -59.3% | 0.08% | -58.5% |
| Q4 2020 | $770,000 | -10.0% | 12,384 | -21.4% | 0.19% | -30.6% |
| Q3 2020 | $856,000 | +37.2% | 15,760 | +31.9% | 0.28% | +16.3% |
| Q2 2020 | $624,000 | +52.6% | 11,952 | +34.9% | 0.24% | +27.8% |
| Q1 2020 | $409,000 | +2626.7% | 8,861 | +3308.1% | 0.19% | +2571.4% |
| Q3 2019 | $15,000 | -82.8% | 260 | -82.9% | 0.01% | -81.6% |
| Q2 2019 | $87,000 | +3.6% | 1,523 | 0.0% | 0.04% | -11.6% |
| Q1 2019 | $84,000 | -1.2% | 1,523 | -12.1% | 0.04% | -23.2% |
| Q4 2018 | $85,000 | -22.0% | 1,733 | -10.1% | 0.06% | -13.8% |
| Q3 2018 | $109,000 | -6.0% | 1,928 | -11.0% | 0.06% | -47.6% |
| Q2 2018 | $116,000 | -69.8% | 2,167 | -70.7% | 0.12% | -56.3% |
| Q1 2018 | $384,000 | +14.6% | 7,388 | +24.6% | 0.28% | +13.1% |
| Q4 2017 | $335,000 | +10.9% | 5,931 | +3.5% | 0.25% | -7.0% |
| Q3 2017 | $302,000 | +30.2% | 5,732 | +25.5% | 0.27% | +11.6% |
| Q2 2017 | $232,000 | +17.2% | 4,566 | +15.8% | 0.24% | +15.8% |
| Q1 2017 | $198,000 | – | 3,942 | – | 0.21% | – |
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% |