ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,317,728 | +2.9% | 31,060 | +7.9% | 1.79% | +8.0% |
| Q2 2023 | $2,252,590 | +19.0% | 28,783 | +12.2% | 1.66% | +9.1% |
| Q1 2023 | $1,892,633 | +35.1% | 25,652 | +29.3% | 1.52% | +28.2% |
| Q4 2022 | $1,400,805 | +62.1% | 19,833 | +43.8% | 1.19% | +33.8% |
| Q3 2022 | $864,000 | +227.3% | 13,795 | +250.0% | 0.89% | +245.5% |
| Q2 2022 | $264,000 | – | 3,941 | – | 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% |