ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 472 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,369 | -4.7% | 675 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $52,826 | +6.1% | 675 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $49,802 | +4.5% | 675 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $47,675 | +13.5% | 675 | 0.0% | 0.03% | +3.8% |
| Q3 2022 | $42,000 | -6.7% | 675 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $45,000 | -22.4% | 675 | -10.8% | 0.03% | -10.3% |
| Q4 2021 | $58,000 | +7.4% | 757 | +0.1% | 0.03% | -3.3% |
| Q3 2021 | $54,000 | 0.0% | 756 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $54,000 | +3.8% | 756 | 0.0% | 0.03% | +3.4% |
| Q1 2021 | $52,000 | +13.0% | 756 | +0.1% | 0.03% | -9.4% |
| Q4 2020 | $46,000 | +17.9% | 755 | +0.1% | 0.03% | -20.0% |
| Q2 2020 | $39,000 | +1200.0% | 754 | +879.2% | 0.04% | +900.0% |
| Q1 2020 | $3,000 | -92.1% | 77 | -88.6% | 0.00% | -84.6% |
| Q2 2019 | $38,000 | – | 675 | – | 0.03% | – |
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% |