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 2023 | $6,819 | +5.6% | 91,388 | +11.1% | 3.04% | -0.5% |
| Q2 2023 | $6,459 | -10.7% | 82,286 | -16.0% | 3.06% | -11.1% |
| Q1 2023 | $7,229 | -0.6% | 97,984 | -4.9% | 3.44% | -2.1% |
| Q4 2022 | $7,276 | -99.9% | 103,012 | +2.7% | 3.52% | +9.4% |
| Q3 2022 | $6,278,000 | -3.9% | 100,264 | +2.7% | 3.22% | -1.8% |
| Q2 2022 | $6,530,000 | -23.2% | 97,630 | -12.9% | 3.27% | -9.8% |
| Q1 2022 | $8,505,000 | -8.4% | 112,100 | -7.8% | 3.63% | -3.9% |
| Q4 2021 | $9,283,000 | +11.8% | 121,599 | +3.8% | 3.78% | +5.1% |
| Q3 2021 | $8,304,000 | +11.8% | 117,150 | +13.5% | 3.60% | -10.9% |
| Q2 2021 | $7,430,000 | – | 103,260 | – | 4.04% | – |
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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% |