ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,557 | -4.7% | 6,145 | -0.1% | 0.02% | -4.5% |
| Q2 2023 | $481,395 | +3.2% | 6,151 | -2.7% | 0.02% | 0.0% |
| Q1 2023 | $466,521 | +93.1% | 6,323 | +84.8% | 0.02% | +69.2% |
| Q4 2022 | $241,625 | +3351.8% | 3,421 | +3321.0% | 0.01% | – |
| Q1 2021 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | -80.8% | 100 | -80.0% | 0.00% | -100.0% |
| Q2 2020 | $26,000 | +420.0% | 501 | +401.0% | 0.00% | +100.0% |
| Q1 2020 | $5,000 | -92.9% | 100 | -90.9% | 0.00% | -85.7% |
| Q4 2019 | $70,000 | +775.0% | 1,103 | +735.6% | 0.01% | +600.0% |
| Q3 2019 | $8,000 | +33.3% | 132 | +32.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | – | 100 | – | 0.00% | – |
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% |