ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 532 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,129 | -13.8% | 779 | -9.6% | 0.02% | -7.4% |
| Q2 2023 | $67,461 | +138.3% | 862 | +121.6% | 0.03% | +92.9% |
| Q1 2023 | $28,308 | -48.6% | 389 | -50.1% | 0.01% | -44.0% |
| Q4 2022 | $55,021 | +12.3% | 779 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $49,000 | -5.8% | 779 | 0.0% | 0.02% | -3.8% |
| Q2 2022 | $52,000 | -11.9% | 779 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $59,000 | 0.0% | 779 | 0.0% | 0.03% | +8.3% |
| Q4 2021 | $59,000 | +5.4% | 779 | 0.0% | 0.02% | -7.7% |
| Q3 2021 | $56,000 | 0.0% | 779 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $56,000 | -1.8% | 779 | 0.0% | 0.02% | -10.7% |
| Q1 2021 | $57,000 | +58.3% | 779 | +34.5% | 0.03% | +40.0% |
| Q4 2020 | $36,000 | +33.3% | 579 | +20.6% | 0.02% | +25.0% |
| Q3 2020 | $27,000 | – | 480 | – | 0.02% | – |
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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% |