ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 470 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,817 | -9.0% | 64,562 | -4.5% | 0.65% | -5.6% |
| Q2 2023 | $5,292 | +5.0% | 67,633 | -1.0% | 0.69% | +0.1% |
| Q1 2023 | $5,039 | +4.4% | 68,299 | -0.1% | 0.69% | -3.1% |
| Q4 2022 | $4,828 | -99.9% | 68,370 | -4.4% | 0.71% | -2.9% |
| Q3 2022 | $4,479,000 | -2.6% | 71,540 | +4.0% | 0.73% | +2.4% |
| Q2 2022 | $4,600,000 | -26.3% | 68,787 | -16.3% | 0.72% | -19.2% |
| Q1 2022 | $6,238,000 | +20.8% | 82,225 | +21.5% | 0.89% | +23.2% |
| Q4 2021 | $5,165,000 | +7.0% | 67,656 | -0.7% | 0.72% | -0.1% |
| Q3 2021 | $4,829,000 | -2.2% | 68,129 | -0.7% | 0.72% | -2.4% |
| Q2 2021 | $4,939,000 | +3.7% | 68,638 | -0.7% | 0.74% | -3.0% |
| Q1 2021 | $4,763,000 | +8.9% | 69,130 | -1.7% | 0.76% | -1.2% |
| Q4 2020 | $4,374,000 | +12.4% | 70,327 | -1.9% | 0.77% | -5.6% |
| Q3 2020 | $3,892,000 | +3.5% | 71,697 | -0.4% | 0.82% | -1.6% |
| Q2 2020 | $3,760,000 | -38.5% | 71,993 | -45.6% | 0.83% | +7.8% |
| Q1 2020 | $6,110,000 | +216.7% | 132,308 | +332.4% | 0.77% | +86.0% |
| Q4 2019 | $1,929,000 | +4.2% | 30,602 | -4.5% | 0.41% | -3.3% |
| Q3 2019 | $1,852,000 | +28.0% | 32,050 | +25.4% | 0.43% | +18.6% |
| Q2 2019 | $1,447,000 | +5.6% | 25,551 | +2.2% | 0.36% | +2.6% |
| Q1 2019 | $1,370,000 | +6.9% | 24,995 | -4.2% | 0.35% | -2.5% |
| Q4 2018 | $1,281,000 | +13.9% | 26,098 | +30.8% | 0.36% | +22.4% |
| Q3 2018 | $1,125,000 | -19.1% | 19,953 | -23.0% | 0.30% | -17.4% |
| Q2 2018 | $1,390,000 | +17.5% | 25,902 | +16.3% | 0.36% | +26.1% |
| Q1 2018 | $1,183,000 | +16.6% | 22,275 | +21.6% | 0.28% | -0.7% |
| Q4 2017 | $1,015,000 | – | 18,324 | – | 0.28% | – |
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% |