ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 299 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,124,659 | -6.7% | 82,081 | -2.2% | 5.08% | +2.9% |
| Q2 2023 | $6,565,563 | +6.8% | 83,894 | +0.8% | 4.93% | +2.9% |
| Q1 2023 | $6,147,785 | +1.0% | 83,232 | -3.5% | 4.79% | +4.4% |
| Q4 2022 | $6,089,060 | +10.0% | 86,244 | -2.5% | 4.59% | -2.9% |
| Q3 2022 | $5,537,000 | -5.7% | 88,471 | +0.7% | 4.73% | +0.1% |
| Q2 2022 | $5,874,000 | -13.6% | 87,827 | -1.9% | 4.72% | +3.9% |
| Q1 2022 | $6,795,000 | +1.8% | 89,564 | +2.5% | 4.54% | +7.5% |
| Q4 2021 | $6,672,000 | +11.9% | 87,418 | +3.9% | 4.23% | -3.6% |
| Q3 2021 | $5,962,000 | +1.2% | 84,111 | +2.6% | 4.39% | +1.3% |
| Q2 2021 | $5,894,000 | +1.1% | 81,965 | -3.1% | 4.33% | -6.8% |
| Q1 2021 | $5,829,000 | +14.2% | 84,594 | +2.9% | 4.65% | +5.9% |
| Q4 2020 | $5,106,000 | +19.0% | 82,196 | +4.0% | 4.39% | +13.5% |
| Q3 2020 | $4,290,000 | +10.3% | 79,020 | +6.1% | 3.86% | -9.5% |
| Q2 2020 | $3,888,000 | +13.9% | 74,501 | +0.7% | 4.27% | +3.7% |
| Q1 2020 | $3,413,000 | -25.6% | 73,960 | +1.6% | 4.12% | -15.9% |
| Q4 2019 | $4,588,000 | – | 72,813 | – | 4.90% | – |
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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% |