ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $402,000 | -12.4% | 6,962 | -14.1% | 0.31% | -10.8% |
| Q2 2019 | $459,000 | -0.2% | 8,109 | -3.3% | 0.35% | -2.8% |
| Q1 2019 | $460,000 | +14.4% | 8,389 | +2.5% | 0.36% | +18.8% |
| Q4 2018 | $402,000 | -40.6% | 8,185 | -31.8% | 0.30% | -30.9% |
| Q3 2018 | $677,000 | -6.0% | 12,002 | -10.5% | 0.44% | -16.3% |
| Q2 2018 | $720,000 | -64.8% | 13,412 | -65.1% | 0.53% | -32.6% |
| Q1 2018 | $2,044,000 | -9.7% | 38,475 | -5.9% | 0.78% | +11.1% |
| Q4 2017 | $2,264,000 | +13.5% | 40,869 | +7.3% | 0.70% | +8.0% |
| Q3 2017 | $1,995,000 | +36.3% | 38,103 | +32.6% | 0.65% | +27.2% |
| Q2 2017 | $1,464,000 | +22.7% | 28,745 | +21.7% | 0.51% | +8.3% |
| Q1 2017 | $1,193,000 | – | 23,624 | – | 0.47% | – |
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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% |