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 | $1,300,552 | -1.0% | 17,429 | +6.0% | 0.41% | +1.2% |
| Q2 2023 | $1,313,128 | +4.8% | 16,447 | -1.7% | 0.40% | +9.5% |
| Q1 2023 | $1,253,469 | -10.0% | 16,733 | -15.2% | 0.37% | -17.0% |
| Q4 2022 | $1,393,318 | +24.5% | 19,727 | +10.4% | 0.44% | +14.2% |
| Q3 2022 | $1,119,000 | -7.9% | 17,867 | -1.6% | 0.39% | -6.7% |
| Q2 2022 | $1,215,000 | -26.8% | 18,160 | -17.0% | 0.42% | -21.4% |
| Q1 2022 | $1,660,000 | +79.7% | 21,878 | +80.7% | 0.53% | +65.0% |
| Q4 2021 | $924,000 | +6.2% | 12,105 | -1.3% | 0.32% | -5.0% |
| Q3 2021 | $870,000 | -19.7% | 12,270 | -18.6% | 0.34% | -27.2% |
| Q2 2021 | $1,084,000 | +45.7% | 15,066 | +39.4% | 0.46% | +44.7% |
| Q1 2021 | $744,000 | +2300.0% | 10,805 | +1900.9% | 0.32% | +1584.2% |
| Q2 2019 | $31,000 | +520.0% | 540 | +500.0% | 0.02% | +533.3% |
| Q1 2019 | $5,000 | – | 90 | – | 0.00% | – |
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% |