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 | $275,945 | +95382.7% | 3,698 | 0.0% | 0.13% | -1.6% |
| Q2 2023 | $289 | +6.6% | 3,698 | +0.7% | 0.13% | -0.8% |
| Q1 2023 | $271 | +4.6% | 3,673 | 0.0% | 0.13% | -3.0% |
| Q4 2022 | $259 | -99.9% | 3,673 | 0.0% | 0.13% | +12.6% |
| Q3 2022 | $230,000 | -6.5% | 3,673 | 0.0% | 0.12% | -1.7% |
| Q2 2022 | $246,000 | -11.8% | 3,673 | 0.0% | 0.12% | +8.0% |
| Q1 2022 | $279,000 | -0.4% | 3,673 | 0.0% | 0.11% | +7.7% |
| Q4 2021 | $280,000 | +7.7% | 3,673 | 0.0% | 0.10% | -5.5% |
| Q3 2021 | $260,000 | -2.3% | 3,673 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $266,000 | +5.1% | 3,673 | 0.0% | 0.11% | -11.4% |
| Q1 2021 | $253,000 | +11.0% | 3,673 | 0.0% | 0.12% | +5.1% |
| Q4 2020 | $228,000 | +1.8% | 3,673 | 0.0% | 0.12% | -1.7% |
| Q3 2020 | $224,000 | +16.7% | 3,673 | 0.0% | 0.12% | 0.0% |
| Q2 2020 | $192,000 | +90.1% | 3,673 | +86.2% | 0.12% | +75.0% |
| Q1 2020 | $101,000 | +1022.2% | 1,973 | +1361.5% | 0.07% | +1033.3% |
| Q4 2019 | $9,000 | +28.6% | 135 | +12.5% | 0.01% | +20.0% |
| Q3 2019 | $7,000 | – | 120 | – | 0.01% | – |
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% |