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 | $2,178,741 | -4.5% | 29,198 | -0.0% | 1.25% | -1.6% |
| Q2 2023 | $2,281,942 | +7.6% | 29,211 | +1.6% | 1.27% | +5.6% |
| Q1 2023 | $2,121,131 | +1.5% | 28,749 | -0.0% | 1.20% | -1.5% |
| Q4 2022 | $2,089,763 | +14.3% | 28,757 | +0.0% | 1.22% | +7.4% |
| Q3 2022 | $1,829,000 | -2.3% | 28,756 | +2.9% | 1.14% | +4.0% |
| Q2 2022 | $1,872,000 | -17.1% | 27,957 | -6.2% | 1.09% | -8.6% |
| Q1 2022 | $2,258,000 | +3.1% | 29,815 | +0.3% | 1.19% | -3.7% |
| Q4 2021 | $2,191,000 | -1.4% | 29,723 | +0.1% | 1.24% | +2.1% |
| Q3 2021 | $2,223,000 | +3.5% | 29,708 | -0.5% | 1.22% | -3.0% |
| Q2 2021 | $2,148,000 | +11.9% | 29,852 | +9.3% | 1.25% | +6.5% |
| Q1 2021 | $1,920,000 | +8.8% | 27,300 | -0.6% | 1.18% | +5.6% |
| Q4 2020 | $1,764,000 | +12.6% | 27,459 | -0.2% | 1.12% | +1.7% |
| Q3 2020 | $1,566,000 | +7.5% | 27,502 | +2.6% | 1.10% | -6.1% |
| Q2 2020 | $1,457,000 | +4.4% | 26,810 | -4.1% | 1.17% | -8.0% |
| Q1 2020 | $1,396,000 | +54.6% | 27,952 | +95.6% | 1.27% | +62.5% |
| Q4 2019 | $903,000 | – | 14,288 | – | 0.78% | – |
Download | ||||||
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% |