ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $312,061 | +944.0% | 4,182 | +895.7% | 0.00% | – |
Q2 2023 | $29,890 | -76.2% | 420 | -75.3% | 0.00% | -100.0% |
Q1 2023 | $125,574 | -54.1% | 1,702 | -56.1% | 0.00% | 0.0% |
Q4 2022 | $273,833 | -17.5% | 3,877 | -27.0% | 0.00% | -50.0% |
Q3 2022 | $332,000 | +2113.3% | 5,308 | +2269.6% | 0.00% | – |
Q2 2022 | $15,000 | -92.3% | 224 | -91.3% | 0.00% | -100.0% |
Q1 2022 | $195,000 | +747.8% | 2,567 | +767.2% | 0.00% | – |
Q4 2021 | $23,000 | +64.3% | 296 | +48.0% | 0.00% | – |
Q3 2021 | $14,000 | -64.1% | 200 | -62.7% | 0.00% | – |
Q2 2021 | $39,000 | – | 536 | – | 0.00% | – |
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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% |