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 | $51,636 | -4.7% | 692 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $54,157 | -3.1% | 692 | -8.6% | 0.01% | -16.7% |
| Q1 2023 | $55,864 | +29.9% | 757 | +10.7% | 0.01% | +9.1% |
| Q3 2022 | $43,000 | -6.5% | 684 | +0.1% | 0.01% | -8.3% |
| Q2 2022 | $46,000 | -6.1% | 683 | +4.8% | 0.01% | +9.1% |
| Q1 2022 | $49,000 | -2.0% | 652 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $50,000 | +8.7% | 651 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $46,000 | -2.1% | 651 | +0.2% | 0.01% | -8.3% |
| Q2 2021 | $47,000 | +20.5% | 650 | +14.0% | 0.01% | +9.1% |
| Q1 2021 | $39,000 | – | 570 | – | 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% |