ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,471,519 | +947.4% | 18,803 | +887.6% | 0.17% | +894.1% |
| Q1 2023 | $140,492 | -16.4% | 1,904 | -19.9% | 0.02% | -19.0% |
| Q4 2022 | $167,972 | +9.1% | 2,378 | -3.4% | 0.02% | +5.0% |
| Q3 2022 | $154,000 | -23.4% | 2,461 | -18.2% | 0.02% | -20.0% |
| Q2 2022 | $201,000 | -13.7% | 3,010 | -1.9% | 0.02% | 0.0% |
| Q1 2022 | $233,000 | +24.6% | 3,069 | +25.5% | 0.02% | +25.0% |
| Q4 2021 | $187,000 | +6.2% | 2,445 | -1.7% | 0.02% | +5.3% |
| Q3 2021 | $176,000 | +22.2% | 2,488 | +24.2% | 0.02% | +18.8% |
| Q2 2021 | $144,000 | 0.0% | 2,004 | -3.9% | 0.02% | -5.9% |
| Q1 2021 | $144,000 | +0.7% | 2,086 | -9.1% | 0.02% | -15.0% |
| Q4 2020 | $143,000 | +14.4% | 2,295 | +0.1% | 0.02% | 0.0% |
| Q3 2020 | $125,000 | +111.9% | 2,293 | +103.8% | 0.02% | +100.0% |
| Q2 2020 | $59,000 | -40.4% | 1,125 | -47.3% | 0.01% | -50.0% |
| Q1 2020 | $99,000 | -28.3% | 2,136 | -15.0% | 0.02% | -50.0% |
| Q1 2019 | $138,000 | +12.2% | 2,512 | 0.0% | 0.04% | -4.8% |
| Q4 2018 | $123,000 | -2.4% | 2,512 | +12.1% | 0.04% | +2.4% |
| Q3 2018 | $126,000 | +5.0% | 2,240 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $120,000 | +2.6% | 2,240 | +2.1% | 0.04% | -6.8% |
| Q1 2018 | $117,000 | -3.3% | 2,194 | +0.5% | 0.04% | -18.5% |
| Q4 2017 | $121,000 | +8.0% | 2,184 | +2.1% | 0.05% | -3.6% |
| Q3 2017 | $112,000 | +2.8% | 2,140 | 0.0% | 0.06% | +16.7% |
| Q2 2017 | $109,000 | – | 2,140 | – | 0.05% | – |
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% |