ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 473 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,801 | -5.5% | 3,951 | -0.9% | 0.07% | -5.3% |
| Q2 2023 | $311,999 | -3.0% | 3,987 | -9.8% | 0.08% | -11.8% |
| Q1 2023 | $321,713 | +3.1% | 4,421 | +0.1% | 0.08% | +3.7% |
| Q4 2022 | $311,898 | +13.0% | 4,416 | +0.1% | 0.08% | 0.0% |
| Q3 2022 | $276,000 | -11.5% | 4,410 | +0.2% | 0.08% | +3.8% |
| Q2 2022 | $312,000 | +2.6% | 4,402 | +10.0% | 0.08% | +8.2% |
| Q1 2022 | $304,000 | -0.3% | 4,001 | +0.1% | 0.07% | -16.1% |
| Q4 2021 | $305,000 | +7.8% | 3,996 | +0.1% | 0.09% | -6.5% |
| Q3 2021 | $283,000 | -1.4% | 3,991 | +0.2% | 0.09% | -3.1% |
| Q2 2021 | $287,000 | +5.1% | 3,985 | +0.7% | 0.10% | -7.7% |
| Q1 2021 | $273,000 | +23.0% | 3,956 | +10.6% | 0.10% | -11.9% |
| Q4 2020 | $222,000 | +3.7% | 3,576 | -22.7% | 0.12% | -39.2% |
| Q1 2020 | $214,000 | -18.6% | 4,628 | +11.9% | 0.19% | +13.5% |
| Q4 2019 | $263,000 | +163.0% | 4,136 | +121.8% | 0.17% | +140.8% |
| Q2 2018 | $100,000 | – | 1,865 | – | 0.07% | – |
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% |