ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,825,751 | -6.6% | 37,869 | -2.1% | 1.22% | -3.9% |
| Q2 2023 | $3,026,750 | +4.0% | 38,676 | -1.9% | 1.27% | -4.1% |
| Q1 2023 | $2,909,106 | +2.8% | 39,429 | -1.5% | 1.33% | -6.7% |
| Q4 2022 | $2,828,681 | +25.4% | 40,049 | +11.1% | 1.42% | +15.5% |
| Q3 2022 | $2,256,000 | -4.6% | 36,035 | +1.9% | 1.23% | +3.3% |
| Q2 2022 | $2,365,000 | +1.2% | 35,355 | +14.8% | 1.19% | +21.0% |
| Q1 2022 | $2,336,000 | +3.5% | 30,790 | +4.2% | 0.99% | +7.2% |
| Q4 2021 | $2,256,000 | +111.2% | 29,557 | +96.2% | 0.92% | +95.7% |
| Q3 2021 | $1,068,000 | +97.4% | 15,062 | +100.3% | 0.47% | +96.7% |
| Q2 2021 | $541,000 | – | 7,520 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 266,735 | $33,080,000 | 16.43% |
| ASPIRIANT, LLC | 668,860 | $89,808,000 | 8.48% |
| Geneva Partners, LLC | 60,484 | $3,081,000 | 2.76% |
| Financial Planning & Information Services, Inc. | 36,262 | $4,869,000 | 2.23% |
| Oliver Luxxe Assets LLC | 13,729 | $1,843,000 | 1.57% |
| Asset Management Group, Inc. | 23,687 | $3,180,000 | 1.38% |
| TRUE Private Wealth Advisors | 30,191 | $4,053,000 | 1.36% |
| Kalos Management, Inc. | 9,616 | $1,291,000 | 1.00% |
| Independence Trust CO | 3,463 | $465,000 | 0.72% |
| Barrington Strategic Wealth Management Group LLC | 8,265 | $1,110,000 | 0.64% |