ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $583,535 | +0.7% | 7,820 | +5.6% | 0.06% | -6.0% |
| Q2 2023 | $579,678 | +6.3% | 7,407 | +0.2% | 0.07% | +1.5% |
| Q1 2023 | $545,156 | +8.2% | 7,389 | +3.6% | 0.07% | +6.5% |
| Q4 2022 | $503,926 | +15.6% | 7,135 | +2.6% | 0.06% | +3.3% |
| Q3 2022 | $436,000 | -3.8% | 6,956 | +2.7% | 0.06% | +1.7% |
| Q2 2022 | $453,000 | +4.1% | 6,773 | +18.2% | 0.06% | +20.4% |
| Q1 2022 | $435,000 | +5.3% | 5,732 | +5.9% | 0.05% | 0.0% |
| Q4 2021 | $413,000 | +8.1% | 5,413 | +0.4% | 0.05% | -2.0% |
| Q3 2021 | $382,000 | +13.7% | 5,394 | +15.5% | 0.05% | +6.4% |
| Q2 2021 | $336,000 | +5.7% | 4,671 | +1.2% | 0.05% | -13.0% |
| Q1 2021 | $318,000 | +11.2% | 4,615 | +0.4% | 0.05% | 0.0% |
| Q4 2020 | $286,000 | +17.2% | 4,598 | +2.2% | 0.05% | -3.6% |
| Q3 2020 | $244,000 | -14.1% | 4,497 | -17.2% | 0.06% | -20.0% |
| Q2 2020 | $284,000 | +13.6% | 5,434 | +0.6% | 0.07% | -6.7% |
| Q1 2020 | $250,000 | -51.3% | 5,403 | -33.6% | 0.08% | -40.5% |
| Q4 2019 | $513,000 | – | 8,134 | – | 0.13% | – |
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% |