ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 536 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,114,507 | -5.5% | 28,337 | -0.9% | 0.76% | -6.2% |
| Q2 2023 | $2,237,532 | +3.7% | 28,591 | -2.3% | 0.81% | -1.6% |
| Q1 2023 | $2,158,139 | +5.6% | 29,251 | +1.1% | 0.82% | -5.8% |
| Q4 2022 | $2,043,962 | -0.5% | 28,939 | -11.8% | 0.88% | -3.6% |
| Q3 2022 | $2,055,000 | -6.5% | 32,816 | -0.1% | 0.91% | -4.7% |
| Q2 2022 | $2,198,000 | -7.6% | 32,863 | +4.8% | 0.95% | -18.3% |
| Q1 2022 | $2,380,000 | +15.8% | 31,370 | +16.5% | 1.17% | +22.0% |
| Q4 2021 | $2,055,000 | +7.7% | 26,919 | -0.0% | 0.96% | +1.0% |
| Q3 2021 | $1,908,000 | -0.1% | 26,925 | +1.4% | 0.95% | -6.3% |
| Q2 2021 | $1,910,000 | +10.4% | 26,543 | +5.7% | 1.01% | -6.8% |
| Q1 2021 | $1,730,000 | +16.8% | 25,110 | +5.4% | 1.08% | +6.2% |
| Q4 2020 | $1,481,000 | +9.8% | 23,816 | -4.2% | 1.02% | -8.7% |
| Q3 2020 | $1,349,000 | -3.4% | 24,856 | -7.1% | 1.12% | -8.2% |
| Q2 2020 | $1,397,000 | +15.3% | 26,756 | +2.0% | 1.22% | -0.7% |
| Q1 2020 | $1,212,000 | – | 26,239 | – | 1.23% | – |
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% |