ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,387,599 | -10.3% | 45,397 | -5.9% | 1.38% | -4.9% |
| Q2 2023 | $3,775,500 | -4.8% | 48,242 | -10.3% | 1.45% | -9.4% |
| Q1 2023 | $3,967,865 | +4.8% | 53,780 | +0.4% | 1.60% | -0.2% |
| Q4 2022 | $3,785,009 | +60.8% | 53,589 | +42.5% | 1.60% | +49.3% |
| Q3 2022 | $2,354,000 | -4.9% | 37,612 | +1.6% | 1.07% | +0.6% |
| Q2 2022 | $2,476,000 | -14.6% | 37,034 | -3.1% | 1.07% | -2.7% |
| Q1 2022 | $2,899,000 | +9.1% | 38,210 | +9.7% | 1.10% | +14.0% |
| Q4 2021 | $2,658,000 | -4.0% | 34,818 | -10.9% | 0.96% | -4.7% |
| Q3 2021 | $2,770,000 | -2.0% | 39,084 | -0.5% | 1.01% | -7.8% |
| Q2 2021 | $2,826,000 | +4.8% | 39,275 | +0.3% | 1.10% | -1.9% |
| Q1 2021 | $2,696,000 | +71.8% | 39,143 | +55.1% | 1.12% | +55.1% |
| Q4 2020 | $1,569,000 | +606.8% | 25,241 | +515.2% | 0.72% | +491.0% |
| Q3 2020 | $222,000 | – | 4,103 | – | 0.12% | – |
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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% |