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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,381 | -2.7% | 4,267 | +2.1% | 0.02% | 0.0% |
| Q2 2023 | $327,103 | +5.1% | 4,180 | -0.9% | 0.02% | 0.0% |
| Q1 2023 | $311,207 | +4.1% | 4,218 | -0.3% | 0.02% | -4.3% |
| Q4 2022 | $298,847 | +7.9% | 4,231 | -4.4% | 0.02% | 0.0% |
| Q3 2022 | $277,000 | -64.4% | 4,424 | -61.9% | 0.02% | -64.6% |
| Q2 2022 | $777,000 | -12.0% | 11,621 | -0.1% | 0.06% | -7.1% |
| Q1 2022 | $883,000 | -0.2% | 11,637 | -4.7% | 0.07% | -11.4% |
| Q4 2021 | $885,000 | -3.9% | 12,216 | -4.6% | 0.08% | +1.3% |
| Q3 2021 | $921,000 | +4.1% | 12,809 | +4.9% | 0.08% | -1.3% |
| Q2 2021 | $885,000 | +18.8% | 12,216 | +15.2% | 0.08% | +3.9% |
| Q1 2021 | $745,000 | – | 10,607 | – | 0.08% | – |
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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% |