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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,531 | -4.7% | 3,143 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $245,971 | +6.1% | 3,143 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $231,891 | +4.5% | 3,143 | 0.0% | 0.06% | -3.0% |
| Q4 2022 | $221,990 | -64.3% | 3,143 | -68.4% | 0.07% | -67.6% |
| Q3 2022 | $622,000 | -42.1% | 9,931 | -38.1% | 0.20% | -38.6% |
| Q2 2022 | $1,074,000 | +130.0% | 16,052 | +161.1% | 0.33% | +165.6% |
| Q1 2022 | $467,000 | +24.2% | 6,149 | +24.7% | 0.12% | +56.2% |
| Q4 2021 | $376,000 | -39.7% | 4,931 | -63.5% | 0.08% | -69.1% |
| Q1 2020 | $624,000 | – | 13,510 | – | 0.26% | – |
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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% |