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 2022 | $3,030,000 | +4.5% | 48,385 | +11.6% | 0.08% | +4.9% |
| Q2 2022 | $2,900,000 | -19.4% | 43,357 | -8.6% | 0.08% | -4.7% |
| Q1 2022 | $3,598,000 | +14.2% | 47,422 | +14.9% | 0.08% | +6.2% |
| Q4 2021 | $3,151,000 | +18.8% | 41,274 | +10.3% | 0.08% | +1.3% |
| Q3 2021 | $2,652,000 | -7.2% | 37,422 | -5.8% | 0.08% | -21.8% |
| Q2 2021 | $2,858,000 | +6.5% | 39,722 | +2.0% | 0.10% | -25.2% |
| Q1 2021 | $2,683,000 | +5.8% | 38,945 | -4.5% | 0.14% | -28.6% |
| Q4 2020 | $2,536,000 | +22.0% | 40,784 | +6.5% | 0.19% | +0.5% |
| Q3 2020 | $2,079,000 | -8.0% | 38,303 | -11.4% | 0.19% | -44.7% |
| Q2 2020 | $2,259,000 | +105.2% | 43,247 | +98.4% | 0.34% | +7.6% |
| Q1 2020 | $1,101,000 | +279.7% | 21,795 | +312.1% | 0.32% | +37.4% |
| Q1 2019 | $290,000 | – | 5,289 | – | 0.23% | – |
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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% |