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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $29,787,050 | +35.6% | 421,717 | +20.2% | 6.26% | +36.5% |
| Q3 2022 | $21,973,000 | -9.1% | 350,943 | -2.9% | 4.58% | +8.8% |
| Q2 2022 | $24,162,000 | +54.4% | 361,272 | +75.1% | 4.21% | +83.5% |
| Q1 2022 | $15,652,000 | +37.0% | 206,289 | +37.7% | 2.30% | +72.1% |
| Q4 2021 | $11,423,000 | +27.1% | 149,785 | +17.9% | 1.34% | +13.4% |
| Q3 2021 | $8,990,000 | +32.5% | 127,035 | +101528.0% | 1.18% | +588.3% |
| Q3 2020 | $6,786,000 | – | 125 | – | 0.17% | – |
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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% |