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 | $681,396 | -10.1% | 9,132 | -5.7% | 0.15% | -6.9% |
| Q2 2023 | $757,756 | +5.2% | 9,683 | -0.8% | 0.16% | +0.6% |
| Q1 2023 | $720,442 | +10.7% | 9,765 | +6.0% | 0.16% | +6.8% |
| Q4 2022 | $650,789 | +18.5% | 9,214 | +5.1% | 0.15% | +5.7% |
| Q3 2022 | $549,000 | -13.0% | 8,766 | -7.1% | 0.14% | -9.1% |
| Q2 2022 | $631,000 | -54.1% | 9,439 | -47.9% | 0.15% | -49.3% |
| Q1 2022 | $1,375,000 | -6.0% | 18,129 | -5.4% | 0.30% | -6.7% |
| Q4 2021 | $1,462,000 | +24.9% | 19,154 | +15.9% | 0.33% | +8.7% |
| Q3 2021 | $1,171,000 | +34.9% | 16,524 | +37.0% | 0.30% | -2.6% |
| Q2 2021 | $868,000 | +5.3% | 12,061 | +0.9% | 0.31% | -3.4% |
| Q1 2021 | $824,000 | +22.1% | 11,954 | +10.1% | 0.32% | +14.7% |
| Q4 2020 | $675,000 | +42.4% | 10,859 | +24.5% | 0.28% | +25.2% |
| Q3 2020 | $474,000 | +10.7% | 8,724 | +6.6% | 0.22% | +2.3% |
| Q2 2020 | $428,000 | +8.6% | 8,186 | -4.1% | 0.22% | -16.2% |
| Q1 2020 | $394,000 | – | 8,535 | – | 0.26% | – |
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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% |