ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 392 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,254,222 | +5.0% | 325,036 | +10.1% | 11.25% | +14.8% |
Q2 2023 | $23,107,647 | +89.7% | 295,268 | +78.9% | 9.80% | +74.5% |
Q1 2023 | $12,178,045 | +0.7% | 165,059 | -3.6% | 5.62% | -3.0% |
Q4 2022 | $12,089,184 | +16.0% | 171,162 | +2.8% | 5.80% | +2.0% |
Q3 2022 | $10,421,000 | +6.6% | 166,448 | +13.8% | 5.68% | +9.1% |
Q2 2022 | $9,780,000 | -14.6% | 146,232 | -3.2% | 5.20% | +9.4% |
Q1 2022 | $11,456,000 | +1.0% | 150,994 | +1.6% | 4.76% | +4.6% |
Q4 2021 | $11,340,000 | +13.5% | 148,545 | +5.4% | 4.55% | +6.2% |
Q3 2021 | $9,994,000 | +7.3% | 140,994 | +8.9% | 4.28% | +98.3% |
Q2 2021 | $9,318,000 | -40.1% | 129,494 | -42.7% | 2.16% | -34.8% |
Q1 2021 | $15,558,000 | +48.3% | 225,808 | +33.8% | 3.32% | +26.1% |
Q4 2020 | $10,492,000 | – | 168,712 | – | 2.63% | – |
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% |