ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,984 | -4.7% | 13,200 | 0.0% | 0.34% | -0.6% |
| Q2 2023 | $1,033,032 | +6.1% | 13,200 | 0.0% | 0.35% | +2.7% |
| Q1 2023 | $973,896 | +4.5% | 13,200 | 0.0% | 0.34% | -1.2% |
| Q4 2022 | $932,316 | +12.9% | 13,200 | 0.0% | 0.34% | +2.7% |
| Q3 2022 | $826,000 | -6.5% | 13,200 | 0.0% | 0.33% | -0.6% |
| Q2 2022 | $883,000 | -11.8% | 13,200 | 0.0% | 0.34% | 0.0% |
| Q1 2022 | $1,001,000 | -0.7% | 13,200 | 0.0% | 0.34% | +1.5% |
| Q4 2021 | $1,008,000 | +7.7% | 13,200 | 0.0% | 0.33% | -1.2% |
| Q3 2021 | $936,000 | -1.5% | 13,200 | 0.0% | 0.33% | +1.2% |
| Q2 2021 | $950,000 | +4.5% | 13,200 | 0.0% | 0.33% | +0.6% |
| Q1 2021 | $909,000 | +10.7% | 13,200 | 0.0% | 0.33% | +5.8% |
| Q4 2020 | $821,000 | +14.5% | 13,200 | 0.0% | 0.31% | +2.6% |
| Q3 2020 | $717,000 | +4.1% | 13,200 | 0.0% | 0.30% | -1.9% |
| Q2 2020 | $689,000 | +7.7% | 13,200 | -4.7% | 0.31% | -25.4% |
| Q1 2020 | $640,000 | -26.7% | 13,851 | 0.0% | 0.41% | -6.6% |
| Q4 2019 | $873,000 | +9.0% | 13,851 | 0.0% | 0.44% | -1.3% |
| Q3 2019 | $801,000 | +2.0% | 13,851 | 0.0% | 0.45% | +0.2% |
| Q2 2019 | $785,000 | +3.4% | 13,851 | 0.0% | 0.45% | +2.5% |
| Q1 2019 | $759,000 | +11.6% | 13,851 | 0.0% | 0.44% | +0.9% |
| Q4 2018 | $680,000 | -9.0% | 13,851 | 0.0% | 0.43% | -0.5% |
| Q3 2018 | $747,000 | -0.7% | 13,851 | 0.0% | 0.43% | +8.5% |
| Q2 2018 | $752,000 | +0.3% | 13,851 | 0.0% | 0.40% | -5.4% |
| Q1 2018 | $750,000 | -2.2% | 13,851 | 0.0% | 0.42% | 0.0% |
| Q4 2017 | $767,000 | – | 13,851 | – | 0.42% | – |
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% |