ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $829 | -3.9% | 11,109 | +0.7% | 0.28% | -2.5% |
| Q2 2023 | $863 | -1.1% | 11,029 | -6.8% | 0.28% | -6.6% |
| Q1 2023 | $873 | +19.4% | 11,831 | +14.3% | 0.30% | +18.0% |
| Q4 2022 | $731 | -99.9% | 10,351 | -1.2% | 0.26% | +0.8% |
| Q3 2022 | $656,000 | -14.1% | 10,474 | -8.3% | 0.25% | -11.8% |
| Q2 2022 | $764,000 | -63.2% | 11,420 | -58.3% | 0.29% | -59.0% |
| Q1 2022 | $2,076,000 | +54.1% | 27,358 | +55.0% | 0.70% | +57.8% |
| Q4 2021 | $1,347,000 | +16.6% | 17,651 | +8.4% | 0.44% | +8.3% |
| Q3 2021 | $1,155,000 | -4.7% | 16,288 | -3.3% | 0.41% | -6.4% |
| Q2 2021 | $1,212,000 | +12.7% | 16,841 | +7.9% | 0.44% | +5.8% |
| Q1 2021 | $1,075,000 | -19.1% | 15,602 | -26.9% | 0.42% | -25.2% |
| Q4 2020 | $1,328,000 | +277.3% | 21,354 | +229.7% | 0.56% | +234.3% |
| Q3 2020 | $352,000 | +35.4% | 6,476 | +30.1% | 0.17% | +28.7% |
| Q2 2020 | $260,000 | -66.7% | 4,976 | -59.8% | 0.13% | -66.2% |
| Q4 2019 | $780,000 | – | 12,379 | – | 0.38% | – |
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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% |