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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,146 | +27.1% | 2,583 | +8.3% | 0.03% | +30.0% |
| Q2 2022 | $159,000 | -22.4% | 2,384 | -11.1% | 0.02% | -9.1% |
| Q4 2021 | $205,000 | -5.1% | 2,683 | -10.7% | 0.02% | -15.4% |
| Q2 2021 | $216,000 | +0.5% | 3,003 | -3.8% | 0.03% | -7.1% |
| Q1 2021 | $215,000 | -0.5% | 3,120 | -10.2% | 0.03% | -6.7% |
| Q4 2020 | $216,000 | +7.5% | 3,473 | +9.0% | 0.03% | -11.8% |
| Q4 2019 | $201,000 | +29.7% | 3,187 | +13.0% | 0.03% | +25.9% |
| Q1 2019 | $155,000 | +12.3% | 2,820 | 0.0% | 0.03% | -3.6% |
| Q4 2018 | $138,000 | -47.9% | 2,820 | -40.1% | 0.03% | -37.8% |
| Q3 2018 | $265,000 | +11.3% | 4,708 | +6.4% | 0.04% | +4.7% |
| Q2 2018 | $238,000 | +28.6% | 4,425 | +26.9% | 0.04% | +26.5% |
| Q1 2018 | $185,000 | +31.2% | 3,488 | +37.5% | 0.03% | +30.8% |
| Q4 2017 | $141,000 | – | 2,537 | – | 0.03% | – |
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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% |